+24.5%
ALAB vs HIG
+12.7%
+11.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.4% | -6.8% | -0.4% |
| 7D | -24.9% | +6.2% | -31.1% | -16.2% |
| 30D | -38.4% | +9.4% | -47.8% | -27.1% |
| 3M | -38.3% | -2.3% | -35.9% | -38.8% |
| 6M | +10.9% | +4.2% | +6.8% | +27.2% |
| YTD | +34.2% | +1.6% | +32.6% | +51.9% |
| 1Y | +24.5% | +9.9% | +14.6% | +44.8% |
| All | +24.5% | +12.7% | +11.8% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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