+719.8%
MU vs ALHC
-16.6%
+736.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | -0.6% | +9.6% | +9.0% |
| 30D | +13.8% | -1.0% | +14.8% | +13.8% |
| 3M | +2.1% | -10.2% | +12.2% | +5.9% |
| 6M | +153.8% | -28.3% | +182.1% | +158.6% |
| YTD | +256.4% | -31.4% | +287.8% | +269.9% |
| 1Y | +719.8% | -16.9% | +736.7% | +776.2% |
| All | +719.8% | -16.6% | +736.4% | +776.2% |
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