+37.8%
ALAB vs TER
+45.2%
-7.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +8.3% | -1.5% | +0.5% |
| 7D | +3.4% | +5.9% | -2.5% | 0.0% |
| 30D | -28.8% | -30.8% | +2.0% | -6.3% |
| 3M | -26.0% | -29.9% | +4.0% | -4.6% |
| 6M | +11.4% | -27.5% | +38.8% | +43.5% |
| YTD | +38.8% | +37.5% | +1.3% | +14.8% |
| 1Y | +37.8% | +50.3% | -12.4% | +11.4% |
| All | +37.8% | +45.2% | -7.4% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling