-65.8%
ALHC vs SUI
-25.7%
-40.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -7.5% |
| 7D | -6.2% | +8.8% | -15.0% | -10.1% |
| 30D | -9.7% | +8.9% | -18.6% | -14.0% |
| 3M | -44.7% | +2.0% | -46.8% | -45.4% |
| 6M | -58.7% | -0.6% | -58.0% | -58.5% |
| YTD | -61.7% | +1.3% | -63.1% | -62.1% |
| 1Y | -55.7% | +1.3% | -56.9% | -56.1% |
| 3Y | +25.6% | +16.3% | +9.3% | +11.5% |
| 5Y | -65.8% | -25.1% | -40.7% | -58.7% |
| All | -65.8% | -25.7% | -40.1% | -58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling