+44.6%
AU vs ALHC
-51.4%
+96.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +10.1% | -2.2% | +6.9% |
| 7D | +0.8% | -0.5% | +1.2% | +0.7% |
| 30D | -7.0% | -4.2% | -2.7% | -6.9% |
| 3M | +8.5% | -39.8% | +48.3% | +13.6% |
| 6M | -1.3% | -57.7% | +56.5% | +7.6% |
| YTD | +6.8% | -58.8% | +65.5% | +12.6% |
| 1Y | +44.6% | -52.4% | +97.0% | +46.3% |
| All | +44.6% | -51.4% | +96.0% | +46.3% |
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