-32.0%
ALHC vs SOXQ
+251.3%
-283.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -1.5% |
| 7D | -5.8% | +2.3% | -8.1% | -6.3% |
| 30D | -3.3% | -3.9% | +0.6% | -2.6% |
| 3M | -37.9% | -4.7% | -33.2% | -38.1% |
| 6M | -29.5% | +47.9% | -77.4% | -39.0% |
| YTD | -35.4% | +64.3% | -99.7% | -45.9% |
| 1Y | -22.4% | +95.7% | -118.1% | -38.7% |
| 3Y | +146.3% | +231.5% | -85.2% | +44.1% |
| 5Y | -32.0% | +255.0% | -287.0% | -60.4% |
| All | -32.0% | +251.3% | -283.3% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling