+23.3%
ABT vs ALHC
+21.9%
+1.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -3.2% |
| 7D | +3.5% | +1.0% | +2.5% | +3.5% |
| 30D | +12.0% | -14.2% | +26.2% | +12.3% |
| 3M | +2.5% | -45.1% | +47.6% | +3.7% |
| 6M | +29.1% | -59.5% | +88.6% | +30.9% |
| YTD | -10.1% | -62.8% | +52.8% | -8.7% |
| 1Y | -9.8% | -55.5% | +45.7% | -8.9% |
| 3Y | +23.3% | +25.7% | -2.4% | +20.0% |
| All | +23.3% | +21.9% | +1.3% | +20.0% |
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