+27.4%
TECH vs ALHC
-52.7%
+80.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -0.5% |
| 7D | +0.2% | +3.8% | -3.6% | -0.2% |
| 30D | +0.5% | +1.7% | -1.2% | +0.1% |
| 3M | +1.1% | -44.3% | +45.4% | +6.5% |
| 6M | +51.0% | -57.2% | +108.2% | +61.4% |
| YTD | +24.4% | -61.2% | +85.5% | +27.5% |
| 1Y | +27.4% | -53.2% | +80.6% | +17.2% |
| All | +27.4% | -52.7% | +80.1% | +17.2% |
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