+240.0%
SPOT vs ALHC
+141.7%
+98.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.5% |
| 7D | -2.9% | -1.0% | -1.9% | -2.8% |
| 30D | +8.3% | -6.3% | +14.6% | +8.5% |
| 3M | +5.1% | -12.3% | +17.4% | +5.6% |
| 6M | -6.5% | -27.0% | +20.5% | -5.6% |
| YTD | -9.0% | -31.8% | +22.9% | -7.9% |
| 1Y | -26.4% | -17.0% | -9.4% | -26.1% |
| 3Y | +240.0% | +159.8% | +80.2% | +221.8% |
| All | +240.0% | +141.7% | +98.4% | +221.8% |
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