+33.4%
HON vs ALHC
+16.3%
+17.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.0% | +4.1% |
| 7D | +2.3% | +3.9% | -1.5% | +2.3% |
| 30D | +10.2% | -3.6% | +13.9% | +10.3% |
| 3M | -6.7% | -49.4% | +42.7% | -4.9% |
| 6M | +3.3% | -59.5% | +62.8% | +5.6% |
| YTD | +13.4% | -63.2% | +76.6% | +16.1% |
| 1Y | +14.7% | -55.5% | +70.2% | +16.5% |
| 3Y | +33.4% | +23.0% | +10.4% | +25.6% |
| All | +33.4% | +16.3% | +17.1% | +25.6% |
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