-40.3%
LULU vs ALHC
-19.9%
-20.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.3% | +2.3% |
| 7D | -1.6% | -6.9% | +5.2% | -1.0% |
| 30D | -18.1% | -6.7% | -11.4% | -17.6% |
| 3M | -18.8% | -37.7% | +18.9% | -16.0% |
| 6M | -39.2% | -30.0% | -9.2% | -38.3% |
| YTD | -52.4% | -36.2% | -16.2% | -51.8% |
| 1Y | -40.3% | -22.9% | -17.4% | -43.2% |
| All | -40.3% | -19.9% | -20.4% | -43.2% |
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