+400.4%
ALAB vs HIG
+44.1%
+356.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.2% | +10.9% | +9.2% |
| 7D | +7.2% | +0.3% | +6.9% | +7.4% |
| 30D | -2.5% | -3.2% | +0.7% | -3.9% |
| 3M | -13.3% | +9.1% | -22.5% | -9.6% |
| 6M | +172.8% | -1.8% | +174.6% | +178.6% |
| YTD | +86.6% | +1.8% | +84.8% | +92.1% |
| 1Y | +65.2% | +4.6% | +60.6% | +70.7% |
| All | +400.4% | +44.1% | +356.3% | +481.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling