+18.4%
HPQ vs ALHC
-19.3%
+37.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.2% | +8.1% | +4.7% |
| 7D | +2.2% | -4.1% | +6.4% | +1.9% |
| 30D | +9.7% | -5.4% | +15.2% | +9.3% |
| 3M | +32.7% | -32.1% | +64.9% | +28.5% |
| 6M | +77.7% | -28.5% | +106.2% | +76.5% |
| YTD | +51.0% | -34.0% | +85.0% | +47.2% |
| 1Y | +18.4% | -20.9% | +39.3% | +8.8% |
| All | +18.4% | -19.3% | +37.7% | +8.8% |
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