-98.7%
NVD vs ALHC
+24.4%
-123.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.3% | -6.0% | -5.8% |
| 7D | +27.3% | -5.5% | +32.9% | +27.5% |
| 30D | +59.9% | -4.9% | +64.9% | +59.9% |
| 3M | +39.4% | -41.7% | +81.2% | +42.1% |
| 6M | +27.6% | -55.2% | +82.8% | +31.7% |
| YTD | -17.9% | -61.1% | +43.2% | -15.2% |
| 1Y | -14.5% | -53.3% | +38.9% | -11.9% |
| 3Y | -98.6% | +28.2% | -126.7% | -98.6% |
| All | -98.7% | +24.4% | -123.1% | -98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling