-48.1%
DOCS vs ALHC
-56.7%
+8.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.9% | -1.6% |
| 7D | -0.8% | +1.0% | -1.7% | -0.8% |
| 30D | +17.4% | -14.2% | +31.6% | +19.3% |
| 3M | +57.4% | -45.1% | +102.5% | +68.4% |
| 6M | +26.5% | -59.5% | +86.1% | +41.7% |
| YTD | -26.6% | -62.8% | +36.3% | -21.5% |
| 1Y | -48.1% | -55.5% | +7.4% | -51.8% |
| All | -48.1% | -56.7% | +8.6% | -51.8% |
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