-3.0%
NU vs ALHC
-19.3%
+16.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.7% |
| 7D | -2.6% | -4.1% | +1.5% | -2.0% |
| 30D | +8.2% | -5.4% | +13.7% | +9.1% |
| 3M | +26.3% | -32.1% | +58.4% | +32.0% |
| 6M | +2.2% | -28.5% | +30.7% | +4.4% |
| YTD | -10.4% | -34.0% | +23.6% | -7.9% |
| 1Y | -3.0% | -20.9% | +18.0% | -7.2% |
| All | -3.0% | -19.3% | +16.3% | -7.2% |
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