+98.7%
NI vs ALHC
+16.3%
+82.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.0% | +2.1% |
| 7D | +0.4% | +3.9% | -3.4% | +0.3% |
| 30D | +11.3% | -3.6% | +14.9% | +11.4% |
| 3M | +6.5% | -49.4% | +55.9% | +8.9% |
| 6M | -2.3% | -59.5% | +57.2% | +0.3% |
| YTD | +10.8% | -63.2% | +74.0% | +13.9% |
| 1Y | +6.2% | -55.5% | +61.7% | +8.3% |
| 3Y | +98.7% | +23.0% | +75.6% | +80.6% |
| All | +98.7% | +16.3% | +82.3% | +80.6% |
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