+12.5%
IVV vs ALAB
+35.8%
-23.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.8% | -5.5% | +0.8% |
| 7D | -0.9% | +3.4% | -4.3% | -1.4% |
| 30D | -2.3% | -28.8% | +26.4% | -0.6% |
| 3M | -1.2% | -26.0% | +24.8% | +0.1% |
| 6M | +3.3% | +11.4% | -8.1% | +1.4% |
| YTD | +12.3% | +38.8% | -26.5% | +6.8% |
| 1Y | +12.5% | +37.8% | -25.3% | +6.7% |
| All | +12.5% | +35.8% | -23.3% | +6.7% |
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