+24.5%
ALAB vs WEC
+9.7%
+14.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.3% | -6.8% | -2.2% |
| 7D | -24.9% | +6.9% | -31.8% | -20.0% |
| 30D | -38.4% | +16.6% | -55.0% | -29.7% |
| 3M | -38.3% | +9.1% | -47.3% | -33.4% |
| 6M | +10.9% | +3.2% | +7.7% | +12.9% |
| YTD | +34.2% | +14.9% | +19.3% | +41.3% |
| 1Y | +24.5% | +9.2% | +15.3% | +37.9% |
| All | +24.5% | +9.7% | +14.8% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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