+19.9%
LII vs ALHC
-62.5%
+82.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.1% | +2.3% |
| 7D | -1.2% | +3.9% | -5.0% | -1.5% |
| 30D | -2.0% | -3.6% | +1.7% | -1.8% |
| 3M | -20.2% | -49.4% | +29.2% | -16.8% |
| 6M | -32.5% | -59.5% | +26.9% | -29.1% |
| YTD | -27.4% | -63.2% | +35.8% | -23.4% |
| 1Y | -28.2% | -55.5% | +27.3% | -25.3% |
| 3Y | -7.2% | +23.0% | -30.2% | -16.0% |
| 5Y | +19.9% | -65.7% | +85.6% | +15.8% |
| All | +19.9% | -62.5% | +82.5% | +15.8% |
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