+3.8%
SYY vs ALHC
-19.3%
+23.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.2% | +5.4% | +2.1% |
| 7D | -0.2% | -4.1% | +3.9% | -0.3% |
| 30D | -2.7% | -5.4% | +2.7% | -2.8% |
| 3M | +5.9% | -32.1% | +38.0% | +5.6% |
| 6M | -2.3% | -28.5% | +26.2% | -2.4% |
| YTD | +13.1% | -34.0% | +47.1% | +8.2% |
| 1Y | +3.8% | -20.9% | +24.7% | +1.2% |
| All | +3.8% | -19.3% | +23.1% | +1.2% |
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