-28.3%
ALHC vs SUNB
-4.7%
-23.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -4.0% | -0.2% |
| 7D | -0.6% | -6.3% | +5.7% | -0.2% |
| 30D | -1.0% | -14.2% | +13.1% | 0.0% |
| 3M | -10.2% | -14.7% | +4.6% | -8.8% |
| 6M | -28.3% | -7.9% | -20.4% | -27.0% |
| All | -28.3% | -4.7% | -23.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling