+123.8%
STX vs ALHC
-51.4%
+175.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +10.1% | -18.3% | -8.6% |
| 7D | -20.2% | -0.5% | -19.7% | -20.1% |
| 30D | -37.2% | -4.2% | -33.0% | -37.1% |
| 3M | -34.1% | -39.8% | +5.7% | -32.2% |
| 6M | -24.5% | -57.7% | +33.3% | -18.6% |
| YTD | +102.9% | -58.8% | +161.7% | +111.0% |
| 1Y | +123.8% | -52.4% | +176.2% | +118.8% |
| All | +123.8% | -51.4% | +175.2% | +118.8% |
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 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