+17.7%
INTC vs ALHC
-64.2%
+81.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.9% | +10.6% | +7.9% |
| 7D | -14.4% | +1.0% | -15.4% | -14.5% |
| 30D | -50.2% | -14.2% | -36.1% | -49.7% |
| 3M | -43.6% | -45.1% | +1.5% | -41.6% |
| 6M | -50.2% | -59.5% | +9.3% | -47.7% |
| YTD | +52.5% | -62.8% | +115.4% | +60.4% |
| 1Y | +51.1% | -55.5% | +106.6% | +57.1% |
| 3Y | +50.3% | +25.7% | +24.6% | +39.8% |
| All | +17.7% | -64.2% | +81.9% | +16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling