+18.3%
HPQ vs ALHC
+16.3%
+2.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.7% |
| 7D | -0.6% | +3.9% | -4.5% | -0.6% |
| 30D | -6.5% | -3.6% | -2.8% | -6.4% |
| 3M | -5.1% | -49.4% | +44.3% | -6.0% |
| 6M | +27.3% | -59.5% | +86.8% | +25.8% |
| YTD | +31.7% | -63.2% | +94.9% | +30.1% |
| 1Y | +13.0% | -55.5% | +68.5% | +11.2% |
| 3Y | +18.3% | +23.0% | -4.7% | +6.8% |
| All | +18.3% | +16.3% | +2.0% | +6.8% |
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 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