+55.3%
BE vs ALHC
-51.4%
+106.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +10.1% | -16.5% | -7.7% |
| 7D | -12.1% | -0.5% | -11.6% | -12.2% |
| 30D | -30.1% | -4.2% | -25.9% | -29.9% |
| 3M | -12.1% | -39.8% | +27.6% | -6.7% |
| 6M | -30.6% | -57.7% | +27.2% | -20.9% |
| YTD | +130.6% | -58.8% | +189.4% | +145.7% |
| 1Y | +55.3% | -52.4% | +107.7% | +55.6% |
| All | +55.3% | -51.4% | +106.7% | +55.6% |
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