+104.9%
PSX vs ALHC
-14.5%
+119.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +2.8% | -1.0% | +3.8% | +2.8% |
| 30D | +27.8% | -6.3% | +34.1% | +27.5% |
| 3M | +42.0% | -12.3% | +54.3% | +41.1% |
| 6M | +58.1% | -27.0% | +85.1% | +58.0% |
| YTD | +105.0% | -31.8% | +136.9% | +103.4% |
| 1Y | +104.9% | -17.0% | +121.9% | +99.7% |
| All | +104.9% | -14.5% | +119.4% | +99.7% |
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