+9.0%
HCA vs ALHC
-51.4%
+60.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +10.1% | +0.2% | +10.0% |
| 7D | +10.2% | -0.5% | +10.7% | +10.0% |
| 30D | +17.4% | -4.2% | +21.7% | +17.2% |
| 3M | +27.7% | -39.8% | +67.5% | +27.4% |
| 6M | +20.0% | -57.7% | +77.7% | +18.0% |
| YTD | +10.0% | -58.8% | +68.8% | +1.9% |
| 1Y | +9.0% | -52.4% | +61.4% | -4.1% |
| All | +9.0% | -51.4% | +60.4% | -4.1% |
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 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