+286.7%
SMH vs ALHC
+141.7%
+145.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.2% |
| 7D | +5.2% | -1.0% | +6.2% | +5.2% |
| 30D | -1.5% | -6.3% | +4.8% | -1.5% |
| 3M | -4.1% | -12.3% | +8.2% | -4.1% |
| 6M | +50.8% | -27.0% | +77.8% | +50.9% |
| YTD | +59.3% | -31.8% | +91.2% | +59.7% |
| 1Y | +94.1% | -17.0% | +111.1% | +94.2% |
| 3Y | +286.7% | +159.8% | +126.9% | +285.4% |
| All | +286.7% | +141.7% | +145.1% | +285.4% |
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