+3.9%
P vs ALHC
-56.7%
+60.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.5% | +3.5% |
| 7D | -23.8% | +1.0% | -24.8% | -23.6% |
| 30D | -36.6% | -14.2% | -22.5% | -37.0% |
| 3M | +10.9% | -45.1% | +56.0% | +7.0% |
| 6M | +30.0% | -59.5% | +89.5% | +28.8% |
| YTD | +44.4% | -62.8% | +107.2% | +38.4% |
| 1Y | +3.9% | -55.5% | +59.4% | -10.5% |
| All | +3.9% | -56.7% | +60.6% | -10.5% |
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