+365.7%
ALAB vs SPXU
-70.5%
+436.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.7% | -8.6% | -5.4% |
| 7D | +3.2% | -1.5% | +4.7% | +1.8% |
| 30D | -13.6% | +3.7% | -17.3% | -10.2% |
| 3M | -16.6% | -9.6% | -7.0% | -19.6% |
| 6M | +142.3% | -32.4% | +174.7% | +90.2% |
| YTD | +73.6% | -28.7% | +102.3% | +45.3% |
| 1Y | +33.7% | -38.2% | +71.9% | +3.1% |
| All | +365.7% | -70.5% | +436.1% | +162.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling