+12.7%
HON vs ALHC
-62.5%
+75.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.0% | +4.1% |
| 7D | +2.3% | +3.9% | -1.5% | +2.1% |
| 30D | +10.2% | -3.6% | +13.9% | +10.4% |
| 3M | -6.7% | -49.4% | +42.7% | -3.7% |
| 6M | +3.3% | -59.5% | +62.8% | +7.2% |
| YTD | +13.4% | -63.2% | +76.6% | +18.0% |
| 1Y | +14.7% | -55.5% | +70.2% | +17.9% |
| 3Y | +33.4% | +23.0% | +10.4% | +24.2% |
| 5Y | +12.7% | -65.7% | +78.5% | +8.3% |
| All | +12.7% | -62.5% | +75.3% | +8.3% |
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