-39.2%
OPEN vs ALHC
+25.0%
-64.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.5% | -7.1% | -9.1% |
| 7D | -31.0% | -0.8% | -30.2% | -30.8% |
| 30D | -41.5% | -9.6% | -31.8% | -40.3% |
| 3M | -64.6% | -44.5% | -20.1% | -61.0% |
| 6M | -73.8% | -59.2% | -14.6% | -69.9% |
| YTD | -78.8% | -62.0% | -16.8% | -75.6% |
| 1Y | -86.8% | -54.8% | -32.0% | -85.4% |
| All | -39.2% | +25.0% | -64.2% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling