+365.7%
ALAB vs PSX
+80.2%
+285.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.6% | -8.5% | -7.3% |
| 7D | +3.2% | +2.8% | +0.4% | +2.6% |
| 30D | -13.6% | +27.8% | -41.3% | -18.2% |
| 3M | -16.6% | +42.0% | -58.6% | -23.2% |
| 6M | +142.3% | +58.1% | +84.2% | +114.4% |
| YTD | +73.6% | +105.0% | -31.4% | +39.1% |
| 1Y | +33.7% | +104.9% | -71.2% | +6.6% |
| All | +365.7% | +80.2% | +285.5% | +196.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling