-37.6%
SMCI vs ALHC
-51.4%
+13.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +10.1% | -15.9% | -5.1% |
| 7D | -17.3% | -0.5% | -16.9% | -17.4% |
| 30D | -31.5% | -4.2% | -27.2% | -31.5% |
| 3M | -6.6% | -39.8% | +33.2% | -10.3% |
| 6M | +6.0% | -57.7% | +63.8% | +1.5% |
| YTD | +1.1% | -58.8% | +59.9% | -9.7% |
| 1Y | -37.6% | -52.4% | +14.8% | -47.2% |
| All | -37.6% | -51.4% | +13.9% | -47.2% |
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