+65.2%
ALAB vs WY
-5.4%
+70.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.1% | +9.8% | +9.7% |
| 7D | +7.2% | -2.6% | +9.9% | +6.6% |
| 30D | -2.5% | -10.9% | +8.4% | -5.0% |
| 3M | -13.3% | -6.0% | -7.3% | -14.1% |
| 6M | +172.8% | -5.6% | +178.5% | +165.4% |
| YTD | +86.6% | -1.1% | +87.7% | +81.5% |
| 1Y | +65.2% | -7.5% | +72.6% | +56.9% |
| All | +65.2% | -5.4% | +70.5% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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