+66.0%
BHP vs ALHC
-16.6%
+82.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.4% | -2.5% |
| 7D | -5.0% | -0.6% | -4.4% | -4.9% |
| 30D | +1.2% | -1.0% | +2.2% | +1.2% |
| 3M | +1.8% | -10.2% | +12.0% | +2.5% |
| 6M | +18.0% | -28.3% | +46.3% | +20.2% |
| YTD | +52.7% | -31.4% | +84.2% | +52.9% |
| 1Y | +66.0% | -16.9% | +82.9% | +61.4% |
| All | +66.0% | -16.6% | +82.6% | +61.4% |
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