+385.8%
SN vs ALHC
+25.6%
+360.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.1% | +6.2% | -0.8% |
| 7D | +3.8% | -6.2% | +10.0% | +4.0% |
| 30D | +17.5% | -9.7% | +27.2% | +17.7% |
| 3M | +19.2% | -44.7% | +64.0% | +20.8% |
| 6M | +84.9% | -58.7% | +143.6% | +87.8% |
| YTD | +94.0% | -61.7% | +155.8% | +97.0% |
| 1Y | +151.3% | -55.7% | +207.0% | +155.6% |
| All | +385.8% | +25.6% | +360.2% | +374.0% |
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 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