-52.4%
ALHC vs ADVB
-76.7%
+24.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | -4.5% | +14.7% | +10.4% |
| 7D | -0.5% | -29.5% | +29.0% | +1.4% |
| 30D | -4.2% | -66.9% | +62.6% | +1.1% |
| 3M | -39.8% | -73.7% | +33.9% | -36.0% |
| 6M | -57.7% | -64.8% | +7.0% | -57.4% |
| YTD | -58.8% | -64.0% | +5.3% | -60.6% |
| 1Y | -52.4% | -77.0% | +24.6% | -51.4% |
| All | -52.4% | -76.7% | +24.3% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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