-57.7%
ALHC vs FGI
-9.3%
-48.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | -5.0% | +15.1% | +10.2% |
| 7D | -0.5% | +3.3% | -3.8% | -0.5% |
| 30D | -4.2% | -2.0% | -2.2% | -4.2% |
| 3M | -39.8% | +60.3% | -100.1% | -40.5% |
| 6M | -57.7% | +0.7% | -58.5% | -54.8% |
| All | -57.7% | -9.3% | -48.4% | -54.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling