+249.6%
ALAB vs WEC
+58.2%
+191.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +1.1% | +12.6% | +14.8% |
| 7D | -5.6% | +0.2% | -5.8% | -5.2% |
| 30D | -36.6% | +12.9% | -49.6% | -27.8% |
| 3M | -35.1% | +9.8% | -44.9% | -28.3% |
| 6M | +8.5% | +6.7% | +1.8% | +17.1% |
| YTD | +30.4% | +14.0% | +16.4% | +51.3% |
| 1Y | +31.0% | +7.3% | +23.7% | +43.5% |
| All | +249.6% | +58.2% | +191.4% | +561.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling