+497.9%
SOXL vs ALHC
+151.5%
+346.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +2.2% |
| 7D | +18.4% | -4.1% | +22.5% | +18.6% |
| 30D | -3.2% | -5.4% | +2.3% | -3.0% |
| 3M | -37.6% | -32.1% | -5.5% | -36.6% |
| 6M | +136.1% | -28.5% | +164.6% | +137.8% |
| YTD | +199.5% | -34.0% | +233.5% | +203.9% |
| 1Y | +363.2% | -20.9% | +384.2% | +365.6% |
| All | +497.9% | +151.5% | +346.3% | +445.7% |
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