+24.5%
ALAB vs USAR
-49.3%
+73.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.9% | +1.4% | -2.1% |
| 7D | -24.9% | -21.8% | -3.1% | -16.8% |
| 30D | -38.4% | -39.9% | +1.5% | -24.7% |
| 3M | -38.3% | -52.5% | +14.3% | -18.7% |
| 6M | +10.9% | -67.9% | +78.9% | +64.3% |
| YTD | +34.2% | -31.1% | +65.3% | +63.8% |
| 1Y | +24.5% | -49.8% | +74.3% | +63.6% |
| All | +24.5% | -49.3% | +73.8% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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