+43.4%
SMH vs ALHC
-51.4%
+94.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +10.1% | -12.9% | -2.9% |
| 7D | -11.2% | -0.5% | -10.7% | -11.2% |
| 30D | -20.4% | -4.2% | -16.2% | -20.4% |
| 3M | -12.4% | -39.8% | +27.4% | -12.2% |
| 6M | -0.5% | -57.7% | +57.2% | +1.6% |
| YTD | +40.0% | -58.8% | +98.8% | +40.0% |
| 1Y | +43.4% | -52.4% | +95.8% | +37.0% |
| All | +43.4% | -51.4% | +94.8% | +37.0% |
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