+254.0%
THC vs ALHC
-33.5%
+287.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +63.4% |
| 6M | +8.3% | -28.3% | +36.6% | +9.9% |
| YTD | +33.4% | -31.4% | +64.8% | +35.7% |
| 1Y | +37.7% | -16.9% | +54.6% | +36.2% |
| 3Y | +236.8% | +135.5% | +101.3% | +167.3% |
| All | +254.0% | -33.5% | +287.5% | +235.3% |
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