+96.9%
AU vs ALHC
-16.6%
+113.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -3.6% | -0.6% | -3.1% | -3.6% |
| 30D | +23.9% | -1.0% | +24.9% | +23.9% |
| 3M | +19.1% | -10.2% | +29.2% | +19.3% |
| 6M | -0.2% | -28.3% | +28.1% | +2.1% |
| YTD | +32.5% | -31.4% | +63.9% | +34.9% |
| 1Y | +96.9% | -16.9% | +113.9% | +97.3% |
| All | +96.9% | -16.6% | +113.6% | +97.3% |
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