+82.8%
DRI vs ALHC
-66.2%
+149.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.2% | +0.5% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | +9.7% | -10.6% | +20.3% | +10.5% |
| 3M | +3.2% | -45.3% | +48.5% | +7.5% |
| 6M | +20.6% | -59.7% | +80.3% | +27.3% |
| YTD | +28.3% | -62.7% | +91.0% | +35.6% |
| 1Y | +34.5% | -56.1% | +90.6% | +40.3% |
| 3Y | +66.5% | +21.3% | +45.3% | +53.9% |
| All | +82.8% | -66.2% | +149.0% | +85.9% |
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