+39.8%
NFLX vs ALHC
+22.7%
+17.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.8% |
| 7D | -2.0% | +0.3% | -2.3% | -2.0% |
| 30D | -11.9% | -10.6% | -1.4% | -11.6% |
| 3M | -20.6% | -45.3% | +24.8% | -19.2% |
| 6M | -29.0% | -59.7% | +30.7% | -27.4% |
| YTD | -33.7% | -62.7% | +29.0% | -32.2% |
| 1Y | -46.2% | -56.1% | +10.0% | -45.2% |
| 3Y | +39.8% | +21.3% | +18.5% | +37.6% |
| All | +39.8% | +22.7% | +17.1% | +37.6% |
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