-27.2%
ALHC vs IBN
+90.4%
-117.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.0% | -1.9% |
| 7D | -6.9% | -3.0% | -3.9% | -5.8% |
| 30D | -6.7% | -1.5% | -5.2% | -6.2% |
| 3M | -37.7% | +7.9% | -45.6% | -39.2% |
| 6M | -30.0% | +8.6% | -38.6% | -31.9% |
| YTD | -36.2% | -0.6% | -35.6% | -36.3% |
| 1Y | -22.9% | -7.3% | -15.5% | -21.3% |
| 3Y | +138.4% | +26.2% | +112.2% | +108.2% |
| 5Y | -32.8% | +57.8% | -90.6% | -48.0% |
| All | -27.2% | +90.4% | -117.5% | -47.6% |
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