+384.5%
ALAB vs UUUU
+142.1%
+242.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.2% |
| 7D | +9.6% | +1.8% | +7.8% | +9.1% |
| 30D | -5.3% | +1.8% | -7.1% | -6.2% |
| 3M | -12.0% | +1.3% | -13.3% | -12.2% |
| 6M | +145.7% | -26.8% | +172.5% | +159.3% |
| YTD | +80.7% | +0.1% | +80.6% | +77.8% |
| 1Y | +40.1% | +11.2% | +28.9% | +24.0% |
| All | +384.5% | +142.1% | +242.4% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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