+18.5%
HON vs ALHC
+151.5%
-133.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -1.5% |
| 7D | -0.6% | -4.1% | +3.6% | -0.4% |
| 30D | -15.4% | -5.4% | -9.9% | -15.2% |
| 3M | -9.1% | -32.1% | +23.0% | -8.2% |
| 6M | -17.1% | -28.5% | +11.4% | -16.5% |
| YTD | +1.5% | -34.0% | +35.5% | +2.4% |
| 1Y | -1.3% | -20.9% | +19.6% | -1.3% |
| All | +18.5% | +151.5% | -133.1% | +6.1% |
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 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