-98.6%
NVD vs ALHC
+24.1%
-122.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +5.5% | +5.4% | +10.7% |
| 7D | +43.9% | +3.8% | +40.1% | +43.5% |
| 30D | +74.0% | +1.7% | +72.4% | +73.5% |
| 3M | +48.3% | -44.3% | +92.7% | +51.5% |
| 6M | +30.3% | -57.2% | +87.6% | +34.5% |
| YTD | -12.9% | -61.2% | +48.3% | -10.0% |
| 1Y | -4.0% | -53.2% | +49.2% | -1.1% |
| 3Y | -98.5% | +27.8% | -126.3% | -98.5% |
| All | -98.6% | +24.1% | -122.7% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling