-62.2%
ALHC vs BUD
+48.8%
-111.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.5% | -2.6% |
| 7D | +1.0% | +4.5% | -3.5% | -0.2% |
| 30D | -14.2% | +12.5% | -26.7% | -16.8% |
| 3M | -45.1% | 0.0% | -45.1% | -45.3% |
| 6M | -59.5% | +3.8% | -63.3% | -60.1% |
| YTD | -62.8% | +33.1% | -95.9% | -65.8% |
| 1Y | -55.5% | +35.5% | -91.0% | -59.2% |
| 3Y | +25.7% | +49.4% | -23.7% | +9.1% |
| All | -62.2% | +48.8% | -111.0% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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