+38.8%
IQV vs ALHC
-28.9%
+67.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.3% | -0.6% | +2.9% | +2.3% |
| 30D | +13.4% | -1.0% | +14.5% | +13.4% |
| 3M | +43.3% | -10.2% | +53.4% | +43.2% |
| 6M | +50.5% | -28.3% | +78.8% | +52.7% |
| YTD | +18.8% | -31.4% | +50.2% | +20.7% |
| 1Y | +45.5% | -16.9% | +62.4% | +44.8% |
| 3Y | +19.4% | +135.5% | -116.1% | +0.5% |
| 5Y | +1.7% | -33.6% | +35.4% | -6.9% |
| All | +38.8% | -28.9% | +67.8% | +26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling