-55.5%
ALHC vs FGI
+46.9%
-102.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.9% |
| 7D | +1.0% | -7.0% | +7.9% | +1.1% |
| 30D | -14.2% | -4.2% | -9.9% | -14.1% |
| 3M | -45.1% | +55.6% | -100.7% | -46.2% |
| 6M | -59.5% | -3.2% | -56.4% | -59.7% |
| YTD | -62.8% | +29.1% | -92.0% | -63.9% |
| 1Y | -55.5% | +51.0% | -106.5% | -58.4% |
| All | -55.5% | +46.9% | -102.4% | -58.4% |
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