+103.3%
NU vs ALHC
+151.5%
-48.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.8% |
| 7D | -2.6% | -4.1% | +1.5% | -2.1% |
| 30D | +8.2% | -5.4% | +13.7% | +9.0% |
| 3M | +26.3% | -32.1% | +58.4% | +31.4% |
| 6M | +2.2% | -28.5% | +30.7% | +4.7% |
| YTD | -10.4% | -34.0% | +23.6% | -7.4% |
| 1Y | -3.0% | -20.9% | +18.0% | -2.0% |
| All | +103.3% | +151.5% | -48.3% | +82.3% |
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