+53.5%
ALAB vs NI
+8.7%
+44.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.8% |
| 7D | +16.3% | +4.3% | +12.0% | +15.1% |
| 30D | -26.1% | +12.4% | -38.5% | -27.7% |
| 3M | -31.3% | +10.2% | -41.4% | -32.7% |
| 6M | -1.0% | -0.8% | -0.2% | -4.0% |
| YTD | +33.3% | +13.2% | +20.1% | +16.1% |
| 1Y | +53.5% | +10.1% | +43.5% | +38.5% |
| All | +53.5% | +8.7% | +44.8% | +38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling