-57.5%
ALHC vs IBN
+123.6%
-181.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.2% | -2.0% |
| 7D | +0.3% | +1.9% | -1.6% | -0.4% |
| 30D | -10.6% | +22.1% | -32.7% | -17.5% |
| 3M | -45.3% | +17.1% | -62.4% | -48.6% |
| 6M | -59.7% | +35.5% | -95.3% | -63.9% |
| YTD | -62.7% | +16.8% | -79.5% | -65.1% |
| 1Y | -56.1% | +12.4% | -68.5% | -58.3% |
| 3Y | +21.3% | +58.0% | -36.8% | -3.5% |
| 5Y | -66.0% | +73.7% | -139.7% | -74.6% |
| All | -57.5% | +123.6% | -181.1% | -71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling