+56.8%
DOW vs ALHC
-54.5%
+111.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.3% | +1.8% |
| 7D | +3.7% | -0.8% | +4.5% | +3.6% |
| 30D | +16.3% | -9.6% | +25.9% | +15.9% |
| 3M | +9.7% | -44.5% | +54.2% | +7.1% |
| 6M | -14.1% | -59.2% | +45.1% | -15.7% |
| YTD | +46.6% | -62.0% | +108.6% | +39.5% |
| 1Y | +56.8% | -54.8% | +111.7% | +39.6% |
| All | +56.8% | -54.5% | +111.4% | +39.6% |
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