+40.1%
ALAB vs DOW
+29.4%
+10.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.0% |
| 7D | +9.6% | -6.0% | +15.6% | +9.4% |
| 30D | -5.3% | -2.7% | -2.5% | -5.3% |
| 3M | -12.0% | -10.5% | -1.6% | -10.8% |
| 6M | +145.7% | -12.4% | +158.2% | +145.7% |
| YTD | +80.7% | +30.0% | +50.6% | +66.3% |
| 1Y | +40.1% | +27.8% | +12.3% | +30.9% |
| All | +40.1% | +29.4% | +10.7% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling