+72.2%
SMTC vs ALHC
-51.4%
+123.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +10.1% | -23.1% | -12.9% |
| 7D | -24.5% | -0.5% | -24.0% | -24.4% |
| 30D | -42.5% | -4.2% | -38.2% | -42.3% |
| 3M | -14.1% | -39.8% | +25.7% | -12.4% |
| 6M | +3.6% | -57.7% | +61.3% | +8.9% |
| YTD | +50.6% | -58.8% | +109.4% | +56.8% |
| 1Y | +72.2% | -52.4% | +124.6% | +65.9% |
| All | +72.2% | -51.4% | +123.7% | +65.9% |
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