+133.9%
ALHC vs SUI
+12.1%
+121.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.6% | -2.8% | +2.2% | +0.5% |
| 30D | -1.0% | -1.2% | +0.2% | -0.5% |
| 3M | -10.2% | -1.7% | -8.4% | -9.4% |
| 6M | -28.3% | -10.5% | -17.8% | -25.6% |
| YTD | -31.4% | -1.8% | -29.6% | -30.8% |
| 1Y | -16.9% | -4.1% | -12.8% | -15.7% |
| All | +133.9% | +12.1% | +121.8% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling