+60.1%
DOCN vs ALHC
-33.5%
+93.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.1% | -0.6% | +1.7% | +1.2% |
| 30D | -9.6% | -1.0% | -8.6% | -9.6% |
| 3M | -37.7% | -10.2% | -27.5% | -37.6% |
| 6M | +115.2% | -28.3% | +143.5% | +120.6% |
| YTD | +133.7% | -31.4% | +165.2% | +140.4% |
| 1Y | +250.2% | -16.9% | +267.1% | +242.6% |
| 3Y | +320.3% | +135.5% | +184.8% | +166.1% |
| All | +60.1% | -33.5% | +93.6% | +31.3% |
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