-25.3%
LII vs ALHC
-55.7%
+30.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.2% |
| 7D | +2.9% | +0.3% | +2.7% | +2.9% |
| 30D | +0.9% | -10.6% | +11.5% | +1.5% |
| 3M | -15.5% | -45.3% | +29.8% | -12.7% |
| 6M | -30.2% | -59.7% | +29.5% | -27.1% |
| YTD | -26.8% | -62.7% | +35.9% | -25.8% |
| 1Y | -25.3% | -56.1% | +30.8% | -30.0% |
| All | -25.3% | -55.7% | +30.4% | -30.0% |
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 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