+400.4%
ALAB vs TER
+245.7%
+154.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +5.5% | +4.3% | +6.0% |
| 7D | +7.2% | +0.6% | +6.6% | +6.9% |
| 30D | -2.5% | -8.3% | +5.8% | +2.8% |
| 3M | -13.3% | -12.2% | -1.1% | -4.7% |
| 6M | +172.8% | +17.1% | +155.8% | +141.4% |
| YTD | +86.6% | +84.7% | +1.9% | +21.4% |
| 1Y | +65.2% | +199.9% | -134.8% | -24.3% |
| All | +400.4% | +245.7% | +154.7% | +101.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling