-40.3%
NOW vs ALHC
-53.4%
+13.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.2% |
| 7D | -5.6% | -5.5% | 0.0% | -5.9% |
| 30D | -26.8% | -4.9% | -21.8% | -27.0% |
| 3M | -19.4% | -41.7% | +22.3% | -23.6% |
| 6M | +12.3% | -55.2% | +67.5% | +7.9% |
| YTD | -32.9% | -61.1% | +28.1% | -35.3% |
| 1Y | -40.3% | -53.3% | +13.0% | -44.1% |
| All | -40.3% | -53.4% | +13.1% | -44.1% |
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