+53.5%
ALAB vs WM
+21.5%
+32.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.8% |
| 7D | +16.3% | +3.2% | +13.1% | +22.6% |
| 30D | -26.1% | +13.0% | -39.1% | -7.7% |
| 3M | -31.3% | +9.2% | -40.5% | -17.2% |
| 6M | -1.0% | +13.6% | -14.7% | +27.0% |
| YTD | +33.3% | +12.4% | +20.9% | +84.0% |
| 1Y | +53.5% | +21.2% | +32.3% | +128.8% |
| All | +53.5% | +21.5% | +32.0% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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