+42.1%
EAT vs ALHC
-14.5%
+56.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.3% |
| 7D | -4.9% | -1.0% | -4.0% | -4.8% |
| 30D | -1.2% | -6.3% | +5.1% | -0.9% |
| 3M | +52.2% | -12.3% | +64.6% | +50.5% |
| 6M | +65.0% | -27.0% | +92.0% | +64.8% |
| YTD | +55.0% | -31.8% | +86.9% | +54.2% |
| 1Y | +42.1% | -17.0% | +59.1% | +34.3% |
| All | +42.1% | -14.5% | +56.6% | +34.3% |
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