-46.6%
ALHC vs SOXQ
+286.7%
-333.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.6% |
| 7D | -6.9% | +0.8% | -7.6% | -7.0% |
| 30D | -6.7% | -4.6% | -2.2% | -5.8% |
| 3M | -37.7% | -10.2% | -27.5% | -36.8% |
| 6M | -30.0% | +49.7% | -79.7% | -39.7% |
| YTD | -36.2% | +67.2% | -103.4% | -46.8% |
| 1Y | -22.9% | +98.0% | -120.9% | -39.2% |
| 3Y | +138.4% | +237.2% | -98.8% | +38.9% |
| 5Y | -32.8% | +261.3% | -294.1% | -61.5% |
| All | -46.6% | +286.7% | -333.2% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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