+65.3%
RSG vs ALHC
+25.0%
+40.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +3.9% | +1.5% |
| 7D | +1.4% | -0.8% | +2.2% | +1.4% |
| 30D | +15.0% | -9.6% | +24.7% | +15.2% |
| 3M | +18.5% | -44.5% | +63.0% | +19.4% |
| 6M | +25.8% | -59.2% | +85.0% | +26.8% |
| YTD | +20.8% | -62.0% | +82.8% | +21.8% |
| 1Y | +24.8% | -54.8% | +79.6% | +25.8% |
| All | +65.3% | +25.0% | +40.3% | +72.8% |
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