+34.7%
NXPI vs ALHC
-66.2%
+101.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.0% | -0.7% |
| 7D | +6.8% | +0.3% | +6.5% | +6.7% |
| 30D | +20.0% | -10.6% | +30.6% | +21.1% |
| 3M | +14.8% | -45.3% | +60.1% | +20.2% |
| 6M | -10.5% | -59.7% | +49.3% | -4.7% |
| YTD | +23.7% | -62.7% | +86.5% | +31.9% |
| 1Y | +34.1% | -56.1% | +90.2% | +40.3% |
| 3Y | +51.2% | +21.3% | +30.0% | +30.5% |
| All | +34.7% | -66.2% | +101.0% | +36.3% |
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 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