+241.5%
SOXX vs ALHC
-32.0%
+273.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.7% | -2.6% |
| 7D | +3.0% | -5.8% | +8.8% | +3.5% |
| 30D | -3.1% | -3.3% | +0.2% | -2.9% |
| 3M | -4.4% | -37.9% | +33.5% | -1.1% |
| 6M | +52.9% | -29.5% | +82.4% | +55.1% |
| YTD | +72.0% | -35.4% | +107.4% | +75.7% |
| 1Y | +105.1% | -22.4% | +127.5% | +105.6% |
| 3Y | +220.6% | +146.3% | +74.3% | +161.4% |
| All | +241.5% | -32.0% | +273.5% | +200.9% |
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