+379.9%
EAT vs ALHC
-66.2%
+446.1%
-49.2%
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% | +0.6% |
| 7D | -4.0% | +0.3% | -4.3% | -4.1% |
| 30D | -2.9% | -10.6% | +7.7% | -1.6% |
| 3M | -16.9% | -45.3% | +28.4% | -10.9% |
| 6M | +57.0% | -59.7% | +116.7% | +71.9% |
| YTD | +38.2% | -62.7% | +100.9% | +52.0% |
| 1Y | +69.3% | -56.1% | +125.4% | +81.7% |
| 3Y | +483.0% | +21.3% | +461.7% | +405.1% |
| All | +379.9% | -66.2% | +446.1% | +376.8% |
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