+189.3%
ALAB vs SUI
+6.3%
+183.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.6% | +0.7% | -20.3% | -19.4% |
| 7D | -38.2% | +8.8% | -47.0% | -36.4% |
| 30D | -54.0% | +8.9% | -62.9% | -52.6% |
| 3M | -43.6% | +2.0% | -45.7% | -42.5% |
| 6M | -16.8% | -0.6% | -16.1% | -15.1% |
| YTD | +7.9% | +1.3% | +6.5% | +10.1% |
| 1Y | -1.4% | +1.3% | -2.6% | +0.7% |
| All | +189.3% | +6.3% | +183.0% | +158.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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