+358.7%
ALAB vs NI
+66.5%
+292.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -5.3% |
| 7D | +0.6% | -0.6% | +1.2% | +0.6% |
| 30D | -8.8% | -1.4% | -7.4% | -8.7% |
| 3M | -14.0% | -10.6% | -3.4% | -13.8% |
| 6M | +144.3% | -9.9% | +154.2% | +143.7% |
| YTD | +71.0% | +1.2% | +69.9% | +68.8% |
| 1Y | +23.5% | +4.4% | +19.1% | +22.0% |
| All | +358.7% | +66.5% | +292.2% | +517.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling