+123.9%
BHP vs ALHC
-30.5%
+154.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +1.3% | -1.0% | +2.2% | +1.3% |
| 30D | +4.0% | -6.3% | +10.3% | +4.2% |
| 3M | +12.3% | -12.3% | +24.6% | +12.6% |
| 6M | +30.8% | -27.0% | +57.8% | +31.9% |
| YTD | +58.8% | -31.8% | +90.6% | +60.4% |
| 1Y | +76.8% | -17.0% | +93.9% | +77.1% |
| 3Y | +87.5% | +159.8% | -72.4% | +72.4% |
| 5Y | +123.9% | -25.1% | +149.0% | +99.8% |
| All | +123.9% | -30.5% | +154.4% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling