+86.2%
SU vs ALHC
-51.4%
+137.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +10.1% | -14.7% | -3.8% |
| 7D | -7.1% | -0.5% | -6.6% | -7.0% |
| 30D | +4.8% | -4.2% | +9.0% | +4.7% |
| 3M | +12.5% | -39.8% | +52.3% | +9.2% |
| 6M | +6.5% | -57.7% | +64.2% | +1.9% |
| YTD | +65.8% | -58.8% | +124.6% | +59.7% |
| 1Y | +86.2% | -52.4% | +138.5% | +83.4% |
| All | +86.2% | -51.4% | +137.6% | +83.4% |
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