+143.3%
DELL vs ALHC
-51.4%
+194.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +10.1% | -19.0% | -8.1% |
| 7D | -24.6% | -0.5% | -24.1% | -24.6% |
| 30D | -32.5% | -4.2% | -28.3% | -32.6% |
| 3M | -20.2% | -39.8% | +19.6% | -23.8% |
| 6M | +76.5% | -57.7% | +134.2% | +72.8% |
| YTD | +198.9% | -58.8% | +257.7% | +182.7% |
| 1Y | +143.3% | -52.4% | +195.7% | +114.3% |
| All | +143.3% | -51.4% | +194.8% | +114.3% |
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 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