-52.4%
ALHC vs IBN
+4.2%
-56.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +3.8% | +6.4% | +7.6% |
| 7D | -0.5% | +8.9% | -9.4% | -5.9% |
| 30D | -4.2% | +12.6% | -16.9% | -11.7% |
| 3M | -39.8% | +3.1% | -42.9% | -41.2% |
| 6M | -57.7% | +20.6% | -78.3% | -61.1% |
| YTD | -58.8% | +5.8% | -64.6% | -61.9% |
| 1Y | -52.4% | +3.7% | -56.0% | -55.8% |
| All | -52.4% | +4.2% | -56.6% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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