+37.8%
ALAB vs IWD
+30.1%
+7.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.4% | +6.4% | +5.8% |
| 7D | +3.4% | -0.6% | +4.0% | +6.1% |
| 30D | -28.8% | +3.6% | -32.4% | -33.0% |
| 3M | -26.0% | +2.7% | -28.6% | -29.3% |
| 6M | +11.4% | +13.2% | -1.8% | -15.6% |
| YTD | +38.8% | +26.8% | +12.0% | -16.8% |
| 1Y | +37.8% | +29.3% | +8.5% | -19.1% |
| All | +37.8% | +30.1% | +7.8% | -19.1% |
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