+28.4%
ALL vs ALHC
-53.5%
+81.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.5% | -2.6% | +2.6% |
| 7D | -0.1% | +3.8% | -3.9% | -0.3% |
| 30D | +13.8% | +1.7% | +12.2% | +13.7% |
| 3M | -2.8% | -44.3% | +41.6% | -1.3% |
| 6M | +23.7% | -57.2% | +80.9% | +25.7% |
| YTD | +27.3% | -61.2% | +88.4% | +28.4% |
| All | +28.4% | -53.5% | +81.8% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling