+213.5%
CRWD vs ALHC
-27.5%
+241.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.7% |
| 7D | +2.2% | -4.1% | +6.3% | +2.6% |
| 30D | -7.7% | -5.4% | -2.3% | -7.2% |
| 3M | +28.9% | -32.1% | +61.0% | +33.8% |
| 6M | +91.5% | -28.5% | +119.9% | +95.4% |
| YTD | +77.3% | -34.0% | +111.3% | +82.3% |
| 1Y | +96.3% | -20.9% | +117.2% | +96.1% |
| 3Y | +394.5% | +151.5% | +243.0% | +272.4% |
| 5Y | +213.5% | -28.8% | +242.3% | +160.3% |
| All | +213.5% | -27.5% | +241.0% | +160.3% |
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