-55.6%
ALHC vs IBN
+14.7%
-70.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -1.9% |
| 7D | +3.9% | +14.6% | -10.7% | -4.6% |
| 30D | -3.6% | +23.5% | -27.2% | -16.0% |
| 3M | -49.4% | +14.0% | -63.4% | -53.6% |
| 6M | -59.5% | +31.1% | -90.6% | -64.8% |
| YTD | -63.2% | +16.6% | -79.8% | -67.9% |
| All | -55.6% | +14.7% | -70.3% | -61.3% |
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 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