+40.1%
ALAB vs WU
-11.2%
+51.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +3.9% |
| 7D | +9.6% | -4.9% | +14.6% | +8.5% |
| 30D | -5.3% | -1.3% | -4.0% | -5.4% |
| 3M | -12.0% | -3.6% | -8.5% | -14.2% |
| 6M | +145.7% | -24.3% | +170.1% | +123.4% |
| YTD | +80.7% | -21.1% | +101.7% | +69.6% |
| 1Y | +40.1% | -10.3% | +50.4% | +36.3% |
| All | +40.1% | -11.2% | +51.4% | +36.3% |
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