+24.5%
ALAB vs U
+17.5%
+7.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.9% | -9.3% | -6.5% |
| 7D | -24.9% | +7.5% | -32.4% | -27.2% |
| 30D | -38.4% | -7.0% | -31.3% | -36.7% |
| 3M | -38.3% | +20.6% | -58.8% | -43.8% |
| 6M | +10.9% | +53.2% | -42.2% | -10.4% |
| YTD | +34.2% | -3.9% | +38.1% | +27.9% |
| 1Y | +24.5% | +18.4% | +6.1% | +10.2% |
| All | +24.5% | +17.5% | +7.0% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling