+30.5%
ALAB vs MDY
+15.0%
+15.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +6.8% |
| 7D | +9.6% | -0.8% | +10.4% | +11.9% |
| 30D | -5.3% | -3.9% | -1.4% | +5.1% |
| 3M | -12.0% | 0.0% | -12.0% | -9.0% |
| 6M | +145.7% | +8.5% | +137.2% | +115.4% |
| YTD | +80.7% | +13.2% | +67.4% | +48.6% |
| All | +30.5% | +15.0% | +15.4% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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