+24.5%
ALAB vs WU
-18.0%
+42.5%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.4% | -9.9% | -2.9% |
| 7D | -24.9% | +8.2% | -33.1% | -23.1% |
| 30D | -38.4% | +8.0% | -46.4% | -36.9% |
| 3M | -38.3% | -6.6% | -31.6% | -38.6% |
| 6M | +10.9% | -23.3% | +34.2% | +2.0% |
| YTD | +34.2% | -22.4% | +56.6% | +27.3% |
| 1Y | +24.5% | -18.0% | +42.5% | +22.3% |
| All | +24.5% | -18.0% | +42.5% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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