+24.5%
ALAB vs HL
+22.6%
+2.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +13.2% | -17.6% | -8.9% |
| 7D | -24.9% | +0.2% | -25.1% | -25.1% |
| 30D | -38.4% | -12.1% | -26.3% | -35.7% |
| 3M | -38.3% | -2.8% | -35.4% | -38.8% |
| 6M | +10.9% | -14.9% | +25.9% | +13.7% |
| YTD | +34.2% | -22.0% | +56.3% | +47.0% |
| 1Y | +24.5% | +25.0% | -0.5% | +33.3% |
| All | +24.5% | +22.6% | +2.0% | +33.3% |
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