+37.5%
NXPI vs ALHC
-61.5%
+99.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +1.8% |
| 7D | -4.4% | +1.0% | -5.3% | -4.4% |
| 30D | +5.6% | -14.2% | +19.7% | +6.8% |
| 3M | +7.6% | -45.1% | +52.7% | +12.6% |
| 6M | -17.6% | -59.5% | +42.0% | -12.3% |
| YTD | +15.9% | -62.8% | +78.7% | +23.5% |
| 1Y | +22.4% | -55.5% | +77.9% | +28.0% |
| 3Y | +43.2% | +25.7% | +17.5% | +24.4% |
| 5Y | +21.4% | -66.8% | +88.2% | +15.3% |
| All | +37.5% | -61.5% | +99.0% | +24.4% |
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