+365.7%
ALAB vs SU
+103.4%
+262.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.8% | -7.8% | -7.3% |
| 7D | +3.2% | -1.0% | +4.2% | +3.6% |
| 30D | -13.6% | +13.7% | -27.2% | -18.7% |
| 3M | -16.6% | +8.0% | -24.6% | -19.8% |
| 6M | +142.3% | +21.0% | +121.3% | +112.8% |
| YTD | +73.6% | +56.2% | +17.4% | +28.6% |
| 1Y | +33.7% | +72.2% | -38.5% | -7.0% |
| All | +365.7% | +103.4% | +262.2% | +182.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling