+358.7%
ALAB vs XYL
-14.4%
+373.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -4.6% |
| 7D | +0.6% | -1.2% | +1.8% | +1.2% |
| 30D | -8.8% | -13.2% | +4.4% | +0.7% |
| 3M | -14.0% | -0.2% | -13.8% | -17.5% |
| 6M | +144.3% | -12.5% | +156.8% | +161.9% |
| YTD | +71.0% | -20.9% | +91.9% | +98.1% |
| 1Y | +23.5% | -21.6% | +45.1% | +44.9% |
| All | +358.7% | -14.4% | +373.1% | +413.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded XYL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling