+20.5%
DOV vs ALHC
-51.4%
+72.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.1% | -10.6% | -0.9% |
| 7D | +2.2% | -0.5% | +2.7% | +2.3% |
| 30D | +11.2% | -4.2% | +15.4% | +11.3% |
| 3M | +1.6% | -39.8% | +41.4% | +3.9% |
| 6M | -3.2% | -57.7% | +54.5% | 0.0% |
| YTD | +9.7% | -58.8% | +68.5% | +10.8% |
| 1Y | +20.5% | -52.4% | +72.9% | +18.2% |
| All | +20.5% | -51.4% | +72.0% | +18.2% |
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