-60.2%
FLNC vs ALHC
+151.5%
-211.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.2% | -5.1% | -8.1% |
| 7D | -4.2% | -4.1% | 0.0% | -3.9% |
| 30D | -20.0% | -5.4% | -14.6% | -19.7% |
| 3M | -56.9% | -32.1% | -24.7% | -55.7% |
| 6M | -35.5% | -28.5% | -7.1% | -34.3% |
| YTD | -48.8% | -34.0% | -14.8% | -47.1% |
| 1Y | +49.3% | -20.9% | +70.2% | +49.8% |
| All | -60.2% | +151.5% | -211.7% | -71.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling