+65.2%
ALAB vs IWD
+30.5%
+34.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.7% | +10.4% | +11.1% |
| 7D | +7.2% | -0.3% | +7.5% | +7.7% |
| 30D | -2.5% | +0.6% | -3.1% | -4.3% |
| 3M | -13.3% | +7.2% | -20.5% | -26.1% |
| 6M | +172.8% | +16.2% | +156.6% | +94.4% |
| YTD | +86.6% | +23.3% | +63.2% | +22.8% |
| 1Y | +65.2% | +29.6% | +35.6% | +7.0% |
| All | +65.2% | +30.5% | +34.7% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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