+400.4%
ALAB vs HD
-9.8%
+410.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.9% | +8.8% | +9.4% |
| 7D | +7.2% | -2.1% | +9.3% | +8.0% |
| 30D | -2.5% | -8.4% | +5.9% | +0.2% |
| 3M | -13.3% | +4.3% | -17.7% | -15.5% |
| 6M | +172.8% | -11.1% | +184.0% | +180.8% |
| YTD | +86.6% | -4.7% | +91.3% | +85.3% |
| 1Y | +65.2% | -19.8% | +85.0% | +78.9% |
| All | +400.4% | -9.8% | +410.2% | +317.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 all: compounded portfolio wealth divided by compounded HD 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…
all analysis · Full analysis span regression · 6 months rolling