+226.8%
SMH vs ALHC
+16.3%
+210.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.0% | +5.1% |
| 7D | -4.1% | +3.9% | -8.0% | -4.1% |
| 30D | -19.2% | -3.6% | -15.6% | -19.1% |
| 3M | -16.4% | -49.4% | +33.1% | -15.9% |
| 6M | -14.0% | -59.5% | +45.5% | -13.3% |
| YTD | +35.3% | -63.2% | +98.5% | +36.4% |
| 1Y | +40.4% | -55.5% | +95.9% | +41.2% |
| 3Y | +226.8% | +23.0% | +203.8% | +214.8% |
| All | +226.8% | +16.3% | +210.5% | +214.8% |
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