+245.8%
THC vs ALHC
+136.3%
+109.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | -0.6% | -0.1% | -0.6% |
| 30D | +1.3% | -1.0% | +2.3% | +1.3% |
| 3M | +64.2% | -10.2% | +74.4% | +63.2% |
| 6M | +8.3% | -28.3% | +36.6% | +8.6% |
| YTD | +33.4% | -31.4% | +64.8% | +34.0% |
| 1Y | +37.7% | -16.9% | +54.6% | +36.2% |
| All | +245.8% | +136.3% | +109.5% | +215.9% |
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