+117.9%
BTSG vs ALHC
-51.4%
+169.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.1% | -10.2% | -1.7% |
| 7D | +17.4% | -0.5% | +17.9% | +17.1% |
| 30D | +12.6% | -4.2% | +16.8% | +12.8% |
| 3M | +11.2% | -39.8% | +51.0% | +21.3% |
| 6M | +30.4% | -57.7% | +88.1% | +52.3% |
| YTD | +86.4% | -58.8% | +145.2% | +111.7% |
| 1Y | +117.9% | -52.4% | +170.3% | +134.5% |
| All | +117.9% | -51.4% | +169.4% | +134.5% |
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