-74.9%
FRSH vs ALHC
-27.5%
-47.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.9% |
| 7D | -9.6% | -4.1% | -5.4% | -9.0% |
| 30D | -0.4% | -5.4% | +5.0% | +0.3% |
| 3M | +27.2% | -32.1% | +59.3% | +33.1% |
| 6M | +42.2% | -28.5% | +70.7% | +44.7% |
| YTD | -2.6% | -34.0% | +31.4% | +0.4% |
| 1Y | -10.2% | -20.9% | +10.8% | -11.0% |
| 3Y | -45.5% | +151.5% | -197.1% | -63.8% |
| All | -74.9% | -27.5% | -47.4% | -80.9% |
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