+365.7%
ALAB vs GEN
+45.8%
+319.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.7% | -4.2% | -6.1% |
| 7D | +3.2% | -0.7% | +3.9% | +3.4% |
| 30D | -13.6% | +2.6% | -16.2% | -14.3% |
| 3M | -16.6% | +15.8% | -32.4% | -21.1% |
| 6M | +142.3% | +33.1% | +109.2% | +111.7% |
| YTD | +73.6% | +11.3% | +62.3% | +65.9% |
| 1Y | +33.7% | +1.7% | +32.0% | +33.7% |
| All | +365.7% | +45.8% | +319.8% | +326.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling