+42.7%
ORCL vs ALHC
-66.2%
+108.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.4% |
| 7D | +8.0% | +0.3% | +7.7% | +8.0% |
| 30D | -4.0% | -10.6% | +6.6% | -3.9% |
| 3M | -19.5% | -45.3% | +25.9% | -19.0% |
| 6M | -33.5% | -59.7% | +26.2% | -32.8% |
| YTD | -34.8% | -62.7% | +27.9% | -34.2% |
| 1Y | -41.6% | -56.1% | +14.5% | -41.4% |
| 3Y | +13.8% | +21.3% | -7.5% | +6.1% |
| All | +42.7% | -66.2% | +108.9% | +47.6% |
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