+384.5%
ALAB vs SU
+106.8%
+277.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.4% | +3.3% |
| 7D | +9.6% | +1.6% | +8.1% | +8.9% |
| 30D | -5.3% | +10.7% | -16.0% | -9.7% |
| 3M | -12.0% | +13.5% | -25.5% | -17.6% |
| 6M | +145.7% | +21.8% | +123.9% | +115.7% |
| YTD | +80.7% | +58.8% | +21.8% | +32.8% |
| 1Y | +40.1% | +72.0% | -31.9% | -2.1% |
| All | +384.5% | +106.8% | +277.7% | +191.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling