-14.3%
TEAM vs ALHC
+22.7%
-37.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.5% |
| 7D | -2.4% | +0.3% | -2.7% | -2.4% |
| 30D | -26.7% | -10.6% | -16.1% | -26.8% |
| 3M | -9.6% | -45.3% | +35.7% | -10.4% |
| 6M | +86.0% | -59.7% | +145.8% | +84.2% |
| YTD | -7.5% | -62.7% | +55.2% | -8.9% |
| 1Y | -1.4% | -56.1% | +54.8% | -3.6% |
| 3Y | -14.3% | +21.3% | -35.6% | -20.0% |
| All | -14.3% | +22.7% | -37.0% | -20.0% |
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