+384.5%
ALAB vs NI
+67.5%
+317.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.6% | +4.1% |
| 7D | +9.6% | +1.3% | +8.4% | +9.5% |
| 30D | -5.3% | -0.3% | -5.0% | -5.2% |
| 3M | -12.0% | -9.5% | -2.6% | -11.9% |
| 6M | +145.7% | -10.2% | +156.0% | +145.2% |
| YTD | +80.7% | +1.8% | +78.9% | +78.2% |
| 1Y | +40.1% | +5.7% | +34.4% | +38.3% |
| All | +384.5% | +67.5% | +317.0% | +551.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling