+365.7%
ALAB vs HBM
+334.7%
+31.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.8% | -12.7% | -9.9% |
| 7D | +3.2% | +7.4% | -4.2% | -1.0% |
| 30D | -13.6% | +5.1% | -18.6% | -16.6% |
| 3M | -16.6% | +11.1% | -27.7% | -22.1% |
| 6M | +142.3% | +30.2% | +112.1% | +104.2% |
| YTD | +73.6% | +46.2% | +27.4% | +34.1% |
| 1Y | +33.7% | +120.0% | -86.4% | -18.8% |
| All | +365.7% | +334.7% | +31.0% | +143.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 5y: compounded portfolio wealth divided by compounded HBM 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…
5y analysis · Full analysis span regression · 6 months rolling