+45.9%
NFLX vs ALHC
+21.9%
+23.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -3.2% |
| 7D | +2.1% | +1.0% | +1.2% | +2.1% |
| 30D | -9.0% | -14.2% | +5.1% | -8.6% |
| 3M | -14.0% | -45.1% | +31.2% | -12.4% |
| 6M | -28.2% | -59.5% | +31.4% | -26.5% |
| YTD | -32.4% | -62.8% | +30.5% | -30.8% |
| 1Y | -42.2% | -55.5% | +13.3% | -41.2% |
| 3Y | +45.9% | +25.7% | +20.2% | +43.4% |
| All | +45.9% | +21.9% | +23.9% | +43.4% |
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