+13.6%
ALLE vs ALHC
-56.7%
+70.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.9% |
| 7D | -0.6% | +1.0% | -1.5% | -0.5% |
| 30D | +25.3% | -14.2% | +39.5% | +25.7% |
| 3M | +10.3% | -45.1% | +55.4% | +11.7% |
| 6M | +38.0% | -59.5% | +97.6% | +39.8% |
| YTD | +17.8% | -62.8% | +80.6% | +16.5% |
| 1Y | +13.6% | -55.5% | +69.1% | +7.5% |
| All | +13.6% | -56.7% | +70.3% | +7.5% |
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