-7.5%
IGV vs ALHC
-51.4%
+43.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.1% | -9.3% | +1.2% |
| 7D | -7.5% | -0.5% | -7.0% | -7.5% |
| 30D | -5.6% | -4.2% | -1.4% | -5.8% |
| 3M | +1.5% | -39.8% | +41.3% | -0.4% |
| 6M | +17.1% | -57.7% | +74.9% | +17.2% |
| YTD | -2.0% | -58.8% | +56.8% | -3.1% |
| 1Y | -7.5% | -52.4% | +44.9% | -11.4% |
| All | -7.5% | -51.4% | +43.9% | -11.4% |
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