+142.2%
SN vs ALHC
-55.2%
+197.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.9% | +3.0% |
| 7D | +7.6% | +3.9% | +3.8% | +7.2% |
| 30D | +24.1% | -3.6% | +27.7% | +24.3% |
| 3M | +23.7% | -49.4% | +73.1% | +32.2% |
| 6M | +105.5% | -59.5% | +165.0% | +120.6% |
| YTD | +105.1% | -63.2% | +168.3% | +115.4% |
| All | +142.2% | -55.2% | +197.3% | +129.1% |
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