+249.6%
ALAB vs TER
+138.2%
+111.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +12.7% | +1.0% | +4.7% |
| 7D | -5.6% | -5.8% | +0.2% | -0.6% |
| 30D | -36.6% | -38.9% | +2.3% | -9.7% |
| 3M | -35.1% | -35.1% | 0.0% | -12.2% |
| 6M | +8.5% | -31.6% | +40.1% | +45.1% |
| YTD | +30.4% | +27.2% | +3.1% | +10.7% |
| 1Y | +31.0% | +35.2% | -4.2% | +7.0% |
| All | +249.6% | +138.2% | +111.4% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling