+142.7%
ALHC vs HRB
+38.9%
+103.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.4% |
| 7D | -0.6% | -5.7% | +5.1% | +0.1% |
| 30D | -1.0% | +7.9% | -8.9% | -1.9% |
| 3M | -10.2% | +32.1% | -42.3% | -13.4% |
| 6M | -28.3% | +62.2% | -90.5% | -33.1% |
| YTD | -31.4% | +16.4% | -47.8% | -33.1% |
| 1Y | -16.9% | -0.3% | -16.7% | -17.4% |
| All | +142.7% | +38.9% | +103.7% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 3y: compounded portfolio wealth divided by compounded HRB 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…
3y analysis · Full analysis span regression · 6 months rolling