+7.8%
ALHC vs FGI
-70.3%
+78.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.1% |
| 7D | -6.2% | -11.6% | +5.4% | -5.8% |
| 30D | -9.7% | -3.3% | -6.4% | -9.6% |
| 3M | -44.7% | +65.6% | -110.3% | -47.1% |
| 6M | -58.7% | -2.8% | -55.9% | -59.7% |
| YTD | -61.7% | +30.1% | -91.9% | -64.0% |
| 1Y | -55.7% | +50.2% | -105.8% | -59.1% |
| 3Y | +25.6% | -0.4% | +26.0% | +10.3% |
| All | +7.8% | -70.3% | +78.2% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling