+207.4%
ALAB vs SUI
+4.8%
+202.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.7% | +5.8% |
| 7D | -26.3% | +6.2% | -32.5% | -24.7% |
| 30D | -50.1% | +8.6% | -58.7% | -48.7% |
| 3M | -42.5% | +1.0% | -43.5% | -41.5% |
| 6M | -10.8% | -2.6% | -8.2% | -9.4% |
| YTD | +14.6% | -0.1% | +14.8% | +16.5% |
| 1Y | +17.1% | +0.5% | +16.7% | +19.0% |
| All | +207.4% | +4.8% | +202.7% | +173.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling