-7.6%
IGV vs ALHC
-54.5%
+46.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.8% |
| 7D | +2.5% | -0.8% | +3.3% | +2.5% |
| 30D | -8.6% | -9.6% | +1.1% | -8.9% |
| 3M | -1.6% | -44.5% | +42.9% | -3.7% |
| 6M | +13.4% | -59.2% | +72.6% | +12.9% |
| YTD | -4.0% | -62.0% | +58.0% | -5.1% |
| 1Y | -7.6% | -54.8% | +47.2% | -11.4% |
| All | -7.6% | -54.5% | +46.9% | -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