+27.1%
V vs ALAB
+25.4%
+1.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.7% | -13.8% | +0.3% |
| 7D | -0.8% | -5.6% | +4.8% | -0.9% |
| 30D | +9.5% | -36.6% | +46.2% | +8.2% |
| 3M | +16.7% | -35.1% | +51.8% | +15.6% |
| 6M | +32.9% | +8.5% | +24.4% | +31.8% |
| YTD | +21.1% | +30.4% | -9.3% | +19.4% |
| All | +27.1% | +25.4% | +1.7% | +24.9% |
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