+190.8%
EQT vs ALHC
-32.8%
+223.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.6% |
| 7D | -2.0% | -6.9% | +4.9% | -1.7% |
| 30D | 0.0% | -6.7% | +6.7% | +0.3% |
| 3M | +5.9% | -37.7% | +43.6% | +8.0% |
| 6M | -14.8% | -30.0% | +15.2% | -14.0% |
| YTD | +1.8% | -36.2% | +37.9% | +3.2% |
| 1Y | +7.4% | -22.9% | +30.2% | +7.7% |
| 3Y | +33.6% | +138.4% | -104.8% | +22.8% |
| All | +190.8% | -32.8% | +223.6% | +169.1% |
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