+39.2%
S vs ALHC
-51.4%
+90.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.1% | -8.5% | +2.5% |
| 7D | -8.2% | -0.5% | -7.7% | -8.3% |
| 30D | -7.6% | -4.2% | -3.4% | -7.8% |
| 3M | +12.0% | -39.8% | +51.8% | +8.4% |
| 6M | +50.6% | -57.7% | +108.3% | +47.8% |
| YTD | +56.6% | -58.8% | +115.4% | +47.4% |
| 1Y | +39.2% | -52.4% | +91.6% | +24.9% |
| All | +39.2% | -51.4% | +90.7% | +24.9% |
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