+15.1%
BND vs ALHC
+16.3%
-1.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | +0.4% | +3.9% | -3.5% | +0.4% |
| 30D | +2.0% | -3.6% | +5.6% | +2.0% |
| 3M | -0.4% | -49.4% | +49.0% | +0.1% |
| 6M | -0.9% | -59.5% | +58.5% | -0.4% |
| YTD | -0.3% | -63.2% | +62.9% | +0.3% |
| 1Y | 0.0% | -55.5% | +55.4% | +0.4% |
| 3Y | +15.1% | +23.0% | -7.9% | +12.2% |
| All | +15.1% | +16.3% | -1.2% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling