+37.8%
LIN vs ALHC
+25.6%
+12.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.5% | -0.5% |
| 7D | +3.6% | -6.2% | +9.8% | +3.7% |
| 30D | +6.4% | -9.7% | +16.1% | +6.6% |
| 3M | +6.5% | -44.7% | +51.2% | +7.8% |
| 6M | +4.9% | -58.7% | +63.5% | +6.7% |
| YTD | +23.4% | -61.7% | +85.2% | +25.6% |
| 1Y | +26.3% | -55.7% | +82.0% | +28.1% |
| All | +37.8% | +25.6% | +12.2% | +37.9% |
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