+93.2%
ALHC vs FGI
-70.4%
+163.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.6% | -0.3% |
| 7D | -0.6% | +0.5% | -1.1% | -0.6% |
| 30D | -1.0% | +65.4% | -66.4% | -5.1% |
| 3M | -10.2% | +23.5% | -33.7% | -12.9% |
| 6M | -28.3% | +60.5% | -88.8% | -33.1% |
| YTD | -31.4% | +30.0% | -61.4% | -35.4% |
| 1Y | -16.9% | +82.1% | -99.0% | -26.6% |
| 3Y | +135.5% | -4.4% | +139.9% | +108.0% |
| All | +93.2% | -70.4% | +163.5% | +99.3% |
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