-62.2%
ALHC vs IBN
+68.5%
-130.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.2% | -7.1% | -4.6% |
| 7D | +1.0% | +15.1% | -14.1% | -5.0% |
| 30D | -14.2% | +21.6% | -35.8% | -21.2% |
| 3M | -45.1% | +11.2% | -56.3% | -47.6% |
| 6M | -59.5% | +27.8% | -87.3% | -63.2% |
| YTD | -62.8% | +14.7% | -77.5% | -65.1% |
| 1Y | -55.5% | +14.4% | -69.9% | -58.2% |
| 3Y | +25.7% | +52.1% | -26.4% | -1.5% |
| All | -62.2% | +68.5% | -130.7% | -72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling