+58.6%
EQX vs ALHC
-28.9%
+87.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.4% |
| 7D | -1.4% | -0.6% | -0.8% | -1.3% |
| 30D | +24.4% | -1.0% | +25.4% | +24.4% |
| 3M | +11.6% | -10.2% | +21.8% | +11.8% |
| 6M | -25.0% | -28.3% | +3.3% | -23.5% |
| YTD | -8.4% | -31.4% | +23.1% | -6.4% |
| 1Y | +43.4% | -16.9% | +60.3% | +43.4% |
| 3Y | +162.0% | +135.5% | +26.5% | +125.7% |
| 5Y | +70.1% | -33.6% | +103.8% | +64.5% |
| All | +58.6% | -28.9% | +87.5% | +46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling