+84.6%
MRK vs ALHC
-51.4%
+136.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +10.1% | -6.2% | +3.9% |
| 7D | +6.7% | -0.5% | +7.2% | +6.7% |
| 30D | +7.8% | -4.2% | +12.0% | +7.7% |
| 3M | +18.2% | -39.8% | +58.0% | +19.2% |
| 6M | +34.7% | -57.7% | +92.4% | +36.0% |
| YTD | +45.8% | -58.8% | +104.6% | +42.8% |
| 1Y | +84.6% | -52.4% | +136.9% | +69.8% |
| All | +84.6% | -51.4% | +136.0% | +69.8% |
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 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