+365.7%
ALAB vs IBN
+16.7%
+348.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.5% | -4.4% | -5.6% |
| 7D | +3.2% | -2.2% | +5.4% | +4.4% |
| 30D | -13.6% | -2.3% | -11.3% | -12.5% |
| 3M | -16.6% | +15.9% | -32.5% | -23.3% |
| 6M | +142.3% | +5.6% | +136.7% | +133.7% |
| YTD | +73.6% | -0.1% | +73.7% | +71.2% |
| 1Y | +33.7% | -6.5% | +40.2% | +36.5% |
| All | +365.7% | +16.7% | +348.9% | +373.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling