+22.7%
NXT vs ALHC
-16.6%
+39.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.1% | -0.6% | -0.5% | -1.1% |
| 30D | -15.3% | -1.0% | -14.3% | -15.3% |
| 3M | -43.8% | -10.2% | -33.6% | -43.4% |
| 6M | -18.7% | -28.3% | +9.6% | -18.0% |
| YTD | -3.0% | -31.4% | +28.4% | -0.1% |
| 1Y | +22.7% | -16.9% | +39.7% | +28.9% |
| All | +22.7% | -16.6% | +39.4% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling