+22.5%
NXT vs ALHC
-14.5%
+37.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | +2.9% | -1.0% | +3.8% | +2.9% |
| 30D | -17.2% | -6.3% | -10.9% | -17.1% |
| 3M | -32.0% | -12.3% | -19.7% | -31.4% |
| 6M | -15.8% | -27.0% | +11.3% | -15.7% |
| YTD | -1.9% | -31.8% | +29.9% | +0.9% |
| 1Y | +22.5% | -17.0% | +39.5% | +28.0% |
| All | +22.5% | -14.5% | +37.0% | +28.0% |
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