+365.7%
ALAB vs WU
-35.0%
+400.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.5% | -4.4% | -6.7% |
| 7D | +3.2% | -0.8% | +4.0% | +3.3% |
| 30D | -13.6% | -1.1% | -12.4% | -13.5% |
| 3M | -16.6% | -1.8% | -14.8% | -18.5% |
| 6M | +142.3% | -23.9% | +166.2% | +147.1% |
| YTD | +73.6% | -20.4% | +94.0% | +75.3% |
| 1Y | +33.7% | -10.6% | +44.2% | +28.7% |
| All | +365.7% | -35.0% | +400.7% | +364.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling