+400.4%
ALAB vs WU
-33.3%
+433.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.0% | +10.7% | +9.8% |
| 7D | +7.2% | -0.8% | +8.1% | +7.3% |
| 30D | -2.5% | -1.1% | -1.4% | -2.5% |
| 3M | -13.3% | -3.9% | -9.5% | -14.8% |
| 6M | +172.8% | -20.7% | +193.5% | +176.7% |
| YTD | +86.6% | -18.4% | +104.9% | +87.9% |
| 1Y | +65.2% | -8.1% | +73.2% | +58.3% |
| All | +400.4% | -33.3% | +433.7% | +397.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling