-13.0%
TEAM vs ALHC
+25.0%
-38.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | -0.1% |
| 7D | -16.9% | -0.8% | -16.1% | -16.9% |
| 30D | -26.8% | -9.6% | -17.2% | -26.9% |
| 3M | -1.9% | -44.5% | +42.6% | -2.8% |
| 6M | +79.2% | -59.2% | +138.4% | +77.4% |
| YTD | -6.1% | -62.0% | +56.0% | -7.5% |
| 1Y | -2.1% | -54.8% | +52.8% | -4.3% |
| All | -13.0% | +25.0% | -38.0% | -18.8% |
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