+269.3%
THC vs ALHC
-65.3%
+334.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.7% | +0.9% |
| 7D | +0.2% | -5.5% | +5.8% | +0.8% |
| 30D | +9.0% | -4.9% | +14.0% | +9.4% |
| 3M | +12.9% | -41.7% | +54.7% | +18.6% |
| 6M | +52.8% | -55.2% | +108.0% | +62.4% |
| YTD | +47.4% | -61.1% | +108.5% | +58.0% |
| 1Y | +47.7% | -53.3% | +101.1% | +54.4% |
| 3Y | +444.7% | +28.2% | +416.5% | +361.8% |
| 5Y | +269.3% | -65.8% | +335.1% | +300.1% |
| All | +269.3% | -65.3% | +334.5% | +300.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling