+65.2%
ALAB vs HL
+134.7%
-69.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -2.5% | +12.3% | +10.5% |
| 7D | +7.2% | +1.5% | +5.8% | +6.5% |
| 30D | -2.5% | +25.1% | -27.6% | -10.3% |
| 3M | -13.3% | +22.9% | -36.2% | -20.1% |
| 6M | +172.8% | -4.9% | +177.7% | +165.3% |
| YTD | +86.6% | +7.8% | +78.8% | +77.8% |
| 1Y | +65.2% | +133.9% | -68.7% | +11.1% |
| All | +65.2% | +134.7% | -69.5% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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