-75.6%
LULU vs ALHC
+146.3%
-222.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.8% | -2.7% |
| 7D | -20.4% | -5.8% | -14.6% | -20.1% |
| 30D | -22.9% | -3.3% | -19.5% | -22.7% |
| 3M | -18.5% | -37.9% | +19.4% | -16.3% |
| 6M | -41.8% | -29.5% | -12.3% | -41.0% |
| YTD | -53.4% | -35.4% | -18.0% | -52.6% |
| 1Y | -40.9% | -22.4% | -18.5% | -40.6% |
| All | -75.6% | +146.3% | -222.0% | -78.8% |
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 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