+138.3%
ADI vs ALHC
-32.8%
+171.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.2% | +6.0% | +5.0% |
| 7D | +4.6% | -6.9% | +11.4% | +5.2% |
| 30D | -1.2% | -6.7% | +5.6% | -0.6% |
| 3M | -7.8% | -37.7% | +29.9% | -4.6% |
| 6M | +19.3% | -30.0% | +49.3% | +21.2% |
| YTD | +40.9% | -36.2% | +77.1% | +44.0% |
| 1Y | +54.5% | -22.9% | +77.4% | +54.9% |
| 3Y | +123.4% | +138.4% | -14.9% | +87.6% |
| All | +138.3% | -32.8% | +171.1% | +115.7% |
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 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