+50.3%
INTC vs ALHC
+21.9%
+28.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.9% | +10.6% | +7.9% |
| 7D | -14.4% | +1.0% | -15.4% | -14.4% |
| 30D | -50.2% | -14.2% | -36.1% | -49.8% |
| 3M | -43.6% | -45.1% | +1.5% | -42.4% |
| 6M | -50.2% | -59.5% | +9.3% | -48.5% |
| YTD | +52.5% | -62.8% | +115.4% | +57.4% |
| 1Y | +51.1% | -55.5% | +106.6% | +55.2% |
| 3Y | +50.3% | +25.7% | +24.6% | +41.7% |
| All | +50.3% | +21.9% | +28.4% | +41.7% |
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