+24.4%
ALAB vs HIG
+9.1%
+15.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | +3.4% |
| 7D | -7.5% | +2.1% | -9.6% | -4.2% |
| 30D | -36.8% | +6.7% | -43.6% | -28.4% |
| 3M | -31.9% | -1.9% | -29.9% | -32.4% |
| 6M | +8.2% | +5.3% | +2.9% | +25.6% |
| YTD | +29.9% | +1.3% | +28.6% | +46.2% |
| 1Y | +24.4% | +7.2% | +17.2% | +44.7% |
| All | +24.4% | +9.1% | +15.3% | +44.7% |
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