-21.8%
ALHC vs BUD
+39.2%
-61.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -0.6% | +0.3% | -0.9% | -0.7% |
| 30D | -1.0% | -5.7% | +4.6% | +0.4% |
| 3M | -10.2% | +3.1% | -13.3% | -10.9% |
| 6M | -28.3% | +7.9% | -36.2% | -29.9% |
| YTD | -31.4% | +27.3% | -58.8% | -36.2% |
| 1Y | -16.9% | +37.8% | -54.7% | -24.4% |
| 3Y | +135.5% | +49.8% | +85.6% | +102.7% |
| 5Y | -33.6% | +43.8% | -77.5% | -43.6% |
| All | -21.8% | +39.2% | -61.0% | -36.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling