+65.2%
ALAB vs U
+6.4%
+58.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.0% | +10.7% | +10.2% |
| 7D | +7.2% | -3.8% | +11.0% | +9.0% |
| 30D | -2.5% | +17.5% | -20.0% | -9.9% |
| 3M | -13.3% | +38.7% | -52.0% | -25.8% |
| 6M | +172.8% | +104.4% | +68.4% | +88.9% |
| YTD | +86.6% | -5.7% | +92.3% | +81.0% |
| 1Y | +65.2% | +3.7% | +61.5% | +55.3% |
| All | +65.2% | +6.4% | +58.8% | +55.3% |
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