+358.7%
ALAB vs WBD
+234.1%
+124.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.4% | -5.5% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | -8.8% | +4.2% | -13.0% | -9.6% |
| 3M | -14.0% | +7.5% | -21.5% | -15.4% |
| 6M | +144.3% | +1.6% | +142.7% | +143.5% |
| YTD | +71.0% | -2.2% | +73.2% | +71.6% |
| 1Y | +23.5% | +124.9% | -101.4% | +3.1% |
| All | +358.7% | +234.1% | +124.6% | +249.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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