+61.9%
LIN vs ALHC
-33.5%
+95.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -2.1% | -0.6% | -1.5% | -2.1% |
| 30D | -2.4% | -1.0% | -1.4% | -2.4% |
| 3M | -5.6% | -10.2% | +4.6% | -5.4% |
| 6M | -3.4% | -28.3% | +24.9% | -2.5% |
| YTD | +13.1% | -31.4% | +44.5% | +14.2% |
| 1Y | +2.5% | -16.9% | +19.4% | +2.4% |
| 3Y | +27.6% | +135.5% | -107.9% | +17.0% |
| All | +61.9% | -33.5% | +95.4% | +51.0% |
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 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