+55.3%
BE vs ALAB
+23.1%
+32.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.4% | -1.9% | -3.7% |
| 7D | -12.1% | -24.9% | +12.7% | +3.8% |
| 30D | -30.1% | -38.4% | +8.3% | -7.3% |
| 3M | -12.1% | -38.3% | +26.1% | +13.5% |
| 6M | -30.6% | +10.9% | -41.5% | -35.5% |
| YTD | +130.6% | +34.2% | +96.4% | +81.0% |
| 1Y | +55.3% | +24.5% | +30.8% | +24.0% |
| All | +55.3% | +23.1% | +32.2% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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