-56.1%
ALHC vs FGI
+17.8%
-73.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -25.2% | +23.3% | -1.5% |
| 7D | +0.3% | -14.4% | +14.7% | +0.4% |
| 30D | -10.6% | -11.8% | +1.2% | -10.5% |
| 3M | -45.3% | -46.2% | +0.9% | -44.9% |
| 6M | -59.7% | +5.2% | -64.9% | -60.1% |
| YTD | -62.7% | +10.5% | -73.3% | -63.7% |
| 1Y | -56.1% | +25.5% | -81.6% | -58.2% |
| All | -56.1% | +17.8% | -73.9% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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