+24.8%
ALAB vs U
+24.0%
+0.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | -0.1% | +13.8% | +13.8% |
| 7D | -5.6% | +32.3% | -37.9% | -16.6% |
| 30D | -36.6% | +9.7% | -46.3% | -39.4% |
| 3M | -35.1% | +19.6% | -54.7% | -40.6% |
| 6M | +8.5% | +82.6% | -74.1% | -19.5% |
| YTD | +30.4% | +16.4% | +13.9% | +15.9% |
| All | +24.8% | +24.0% | +0.8% | +12.1% |
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