+248.5%
ALAB vs GEN
+46.8%
+201.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -7.5% | +1.0% | -8.5% | -7.6% |
| 30D | -36.8% | +29.1% | -65.9% | -40.2% |
| 3M | -31.9% | +2.9% | -34.8% | -32.6% |
| 6M | +8.2% | +33.6% | -25.4% | -5.2% |
| YTD | +29.9% | +12.0% | +17.9% | +23.7% |
| 1Y | +24.4% | +16.2% | +8.3% | +16.0% |
| All | +248.5% | +46.8% | +201.7% | +218.3% |
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