+8.9%
GE vs ALHC
-51.4%
+60.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.1% | -7.4% | +2.0% |
| 7D | +9.4% | -0.5% | +9.9% | +9.3% |
| 30D | +7.5% | -4.2% | +11.8% | +7.6% |
| 3M | -12.5% | -39.8% | +27.2% | -9.6% |
| 6M | +17.8% | -57.7% | +75.5% | +24.5% |
| YTD | +7.4% | -58.8% | +66.2% | +12.3% |
| 1Y | +8.9% | -52.4% | +61.3% | +11.0% |
| All | +8.9% | -51.4% | +60.3% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling