+14.5%
ABT vs ALHC
+140.1%
-125.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.7% | -0.6% | -3.1% | -3.7% |
| 30D | +2.5% | -1.0% | +3.5% | +2.5% |
| 3M | +20.2% | -10.2% | +30.3% | +19.8% |
| 6M | -2.9% | -28.3% | +25.4% | -2.6% |
| YTD | -11.9% | -31.4% | +19.5% | -11.6% |
| 1Y | -16.5% | -16.9% | +0.4% | -16.8% |
| All | +14.5% | +140.1% | -125.5% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 3y: compounded portfolio wealth divided by compounded ALHC 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…
3y analysis · Full analysis span regression · 6 months rolling