-33.1%
INFY vs ALHC
+151.5%
-184.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.7% |
| 7D | -8.7% | -4.1% | -4.6% | -8.6% |
| 30D | -13.0% | -5.4% | -7.5% | -12.9% |
| 3M | -8.8% | -32.1% | +23.4% | -8.2% |
| 6M | -22.6% | -28.5% | +5.9% | -22.2% |
| YTD | -37.3% | -34.0% | -3.3% | -36.8% |
| 1Y | -33.4% | -20.9% | -12.4% | -33.0% |
| All | -33.1% | +151.5% | -184.6% | -32.0% |
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