+49.1%
BAX vs ALHC
-52.7%
+101.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -0.6% |
| 7D | +3.6% | +3.8% | -0.1% | +3.2% |
| 30D | +8.5% | +1.7% | +6.8% | +8.2% |
| 3M | -4.9% | -44.3% | +39.5% | +0.8% |
| 6M | +47.0% | -57.2% | +104.2% | +57.4% |
| YTD | +38.4% | -61.2% | +99.6% | +43.9% |
| 1Y | +49.1% | -53.2% | +102.3% | +43.7% |
| All | +49.1% | -52.7% | +101.8% | +43.7% |
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