+33.3%
SNPS vs ALHC
-65.9%
+99.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +0.3% |
| 7D | +5.1% | -0.8% | +5.9% | +5.1% |
| 30D | -6.4% | -9.6% | +3.2% | -5.8% |
| 3M | +12.2% | -44.5% | +56.7% | +16.7% |
| 6M | -9.8% | -59.2% | +49.4% | -4.9% |
| YTD | -1.5% | -62.0% | +60.5% | +4.0% |
| 1Y | +16.0% | -54.8% | +70.8% | +20.2% |
| 3Y | -10.8% | +25.0% | -35.8% | -23.0% |
| 5Y | +33.3% | -65.3% | +98.7% | +39.9% |
| All | +33.3% | -65.9% | +99.2% | +39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling