+10.5%
DOV vs ALHC
-14.5%
+25.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +2.5% | -1.0% | +3.5% | +2.6% |
| 30D | -7.5% | -6.3% | -1.2% | -7.2% |
| 3M | -9.7% | -12.3% | +2.6% | -10.2% |
| 6M | -6.1% | -27.0% | +20.9% | -6.0% |
| YTD | +0.5% | -31.8% | +32.3% | 0.0% |
| 1Y | +10.5% | -17.0% | +27.5% | +8.3% |
| All | +10.5% | -14.5% | +25.0% | +8.3% |
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