+74.9%
NUE vs ALHC
+27.8%
+47.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.5% | -2.6% | +2.7% |
| 7D | -6.2% | +3.8% | -10.0% | -6.3% |
| 30D | +2.5% | +1.7% | +0.8% | +2.4% |
| 3M | -6.4% | -44.3% | +38.0% | -4.8% |
| 6M | +13.3% | -57.2% | +70.5% | +15.5% |
| YTD | +58.5% | -61.2% | +119.7% | +62.2% |
| 1Y | +81.9% | -53.2% | +135.1% | +84.3% |
| All | +74.9% | +27.8% | +47.1% | +71.6% |
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