+40.1%
ALAB vs WEC
+2.5%
+37.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.9% | +3.2% |
| 7D | +9.6% | +0.4% | +9.2% | +10.2% |
| 30D | -5.3% | +0.9% | -6.2% | -4.1% |
| 3M | -12.0% | -5.3% | -6.7% | -16.6% |
| 6M | +145.7% | -6.6% | +152.3% | +128.6% |
| YTD | +80.7% | +3.3% | +77.4% | +85.7% |
| 1Y | +40.1% | +2.1% | +38.1% | +34.8% |
| All | +40.1% | +2.5% | +37.6% | +34.8% |
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