+119.9%
NDAQ vs ALHC
+21.9%
+97.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.4% |
| 7D | +0.8% | +1.0% | -0.1% | +0.8% |
| 30D | +16.5% | -14.2% | +30.7% | +17.0% |
| 3M | +13.5% | -45.1% | +58.6% | +15.5% |
| 6M | +20.9% | -59.5% | +80.5% | +23.7% |
| YTD | +11.4% | -62.8% | +74.2% | +14.1% |
| 1Y | +25.9% | -55.5% | +81.4% | +28.2% |
| 3Y | +119.9% | +25.7% | +94.2% | +106.7% |
| All | +119.9% | +21.9% | +97.9% | +106.7% |
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