+52.5%
SOXX vs ALHC
-51.4%
+104.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +10.1% | -13.3% | -3.4% |
| 7D | -13.7% | -0.5% | -13.2% | -13.7% |
| 30D | -23.6% | -4.2% | -19.4% | -23.6% |
| 3M | -16.9% | -39.8% | +22.9% | -16.4% |
| 6M | -2.4% | -57.7% | +55.3% | +0.5% |
| YTD | +49.8% | -58.8% | +108.6% | +50.3% |
| 1Y | +52.5% | -52.4% | +104.9% | +45.1% |
| All | +52.5% | -51.4% | +104.0% | +45.1% |
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