-59.7%
ADBE vs ALHC
-33.5%
-26.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -8.6% | -0.6% | -8.0% | -8.5% |
| 30D | +2.8% | -1.0% | +3.8% | +2.8% |
| 3M | +3.1% | -10.2% | +13.3% | +2.7% |
| 6M | -2.4% | -28.3% | +25.9% | -1.5% |
| YTD | -23.9% | -31.4% | +7.6% | -23.0% |
| 1Y | -22.6% | -16.9% | -5.7% | -23.3% |
| 3Y | -52.7% | +135.5% | -188.2% | -60.6% |
| All | -59.7% | -33.5% | -26.2% | -63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling