+2.1%
BTI vs ALHC
-21.0%
+23.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -1.4% |
| 7D | -2.4% | -4.1% | +1.7% | -2.3% |
| 30D | -4.8% | -5.4% | +0.7% | -4.6% |
| 3M | -8.1% | -32.1% | +24.0% | -7.6% |
| 6M | -4.2% | -28.5% | +24.3% | -4.0% |
| YTD | -1.3% | -34.0% | +32.7% | -1.3% |
| All | +2.1% | -21.0% | +23.1% | +2.1% |
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