+65.2%
ALAB vs WEC
+1.8%
+63.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.7% | +10.5% | +9.1% |
| 7D | +7.2% | -0.3% | +7.5% | +7.0% |
| 30D | -2.5% | -1.3% | -1.2% | -3.7% |
| 3M | -13.3% | -3.9% | -9.4% | -16.8% |
| 6M | +172.8% | -8.3% | +181.1% | +148.5% |
| YTD | +86.6% | +3.1% | +83.5% | +92.4% |
| 1Y | +65.2% | +1.9% | +63.2% | +65.8% |
| All | +65.2% | +1.8% | +63.4% | +65.8% |
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