+515.7%
CAH vs ALHC
-62.5%
+578.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | +7.8% | +3.9% | +4.0% | +7.8% |
| 30D | +15.5% | -3.6% | +19.1% | +15.5% |
| 3M | +16.3% | -49.4% | +65.7% | +17.5% |
| 6M | +50.0% | -59.5% | +109.5% | +51.7% |
| YTD | +34.7% | -63.2% | +97.9% | +36.3% |
| 1Y | +35.9% | -55.5% | +91.4% | +37.1% |
| 3Y | +178.5% | +23.0% | +155.5% | +172.3% |
| 5Y | +515.7% | -65.7% | +581.4% | +502.1% |
| All | +515.7% | -62.5% | +578.2% | +502.1% |
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 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