+69.6%
ADI vs ALHC
-55.7%
+125.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.7% |
| 7D | +9.5% | +0.3% | +9.2% | +9.4% |
| 30D | -1.4% | -10.6% | +9.2% | -0.9% |
| 3M | +4.7% | -45.3% | +50.0% | +7.1% |
| 6M | -7.4% | -59.7% | +52.3% | -4.7% |
| YTD | +48.1% | -62.7% | +110.8% | +47.2% |
| 1Y | +69.6% | -56.1% | +125.8% | +53.5% |
| All | +69.6% | -55.7% | +125.3% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling