+96.9%
PSX vs ALHC
-51.4%
+148.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +10.1% | -14.7% | -4.0% |
| 7D | -5.2% | -0.5% | -4.7% | -5.0% |
| 30D | -3.7% | -4.2% | +0.5% | -3.7% |
| 3M | +26.8% | -39.8% | +66.6% | +24.0% |
| 6M | +47.3% | -57.7% | +105.0% | +43.1% |
| YTD | +105.4% | -58.8% | +164.2% | +98.2% |
| 1Y | +96.9% | -52.4% | +149.3% | +89.2% |
| All | +96.9% | -51.4% | +148.4% | +89.2% |
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