+26.4%
V vs ALAB
+4.9%
+21.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.2% | +0.2% |
| 7D | +2.2% | -26.3% | +28.5% | +1.3% |
| 30D | +13.6% | -50.1% | +63.7% | +11.4% |
| 3M | +14.3% | -42.5% | +56.8% | +12.8% |
| 6M | +33.1% | -10.8% | +43.9% | +31.5% |
| YTD | +21.2% | +14.6% | +6.6% | +19.1% |
| 1Y | +26.4% | +17.1% | +9.3% | +23.8% |
| All | +26.4% | +4.9% | +21.5% | +23.8% |
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