-53.3%
ALHC vs IBN
+15.0%
-68.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | -5.5% | +11.1% | -16.7% | -11.5% |
| 30D | -4.9% | +23.9% | -28.8% | -17.2% |
| 3M | -41.7% | +16.3% | -58.0% | -47.1% |
| 6M | -55.2% | +34.2% | -89.4% | -61.3% |
| YTD | -61.1% | +17.6% | -78.6% | -66.2% |
| 1Y | -53.3% | +13.8% | -67.2% | -59.6% |
| All | -53.3% | +15.0% | -68.4% | -59.6% |
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 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