+24.5%
ALAB vs IWD
+33.0%
-8.5%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.6% | -7.0% | -9.6% |
| 7D | -24.9% | +2.5% | -27.4% | -28.8% |
| 30D | -38.4% | +6.0% | -44.3% | -45.8% |
| 3M | -38.3% | +3.8% | -42.0% | -43.3% |
| 6M | +10.9% | +16.3% | -5.4% | -22.3% |
| YTD | +34.2% | +27.5% | +6.7% | -23.6% |
| 1Y | +24.5% | +32.8% | -8.3% | -36.2% |
| All | +24.5% | +33.0% | -8.5% | -36.2% |
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