+65.2%
ALAB vs PSX
+101.0%
-35.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.2% | +9.6% | +9.8% |
| 7D | +7.2% | +4.5% | +2.7% | +8.4% |
| 30D | -2.5% | +26.6% | -29.1% | +3.0% |
| 3M | -13.3% | +39.3% | -52.6% | -5.2% |
| 6M | +172.8% | +56.8% | +116.0% | +200.5% |
| YTD | +86.6% | +101.8% | -15.2% | +117.7% |
| 1Y | +65.2% | +99.6% | -34.5% | +102.9% |
| All | +65.2% | +101.0% | -35.9% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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