+4.6%
ALAB vs PSX
+47.7%
-43.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +3.0% | +10.7% | +14.8% |
| 7D | -5.6% | -8.0% | +2.4% | -11.0% |
| 30D | -36.6% | -9.0% | -27.6% | -40.1% |
| 3M | -35.1% | +24.7% | -59.8% | -20.7% |
| All | +4.6% | +47.7% | -43.1% | +58.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling