+57.9%
TRU vs ALHC
+22.7%
+35.3%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.2% |
| 7D | 0.0% | +0.3% | -0.2% | 0.0% |
| 30D | +21.3% | -10.6% | +31.9% | +21.9% |
| 3M | +0.2% | -45.3% | +45.6% | +2.9% |
| 6M | +22.4% | -59.7% | +82.1% | +26.9% |
| YTD | -4.8% | -62.7% | +57.9% | -1.1% |
| 1Y | -0.2% | -56.1% | +55.9% | +3.0% |
| 3Y | +57.9% | +21.3% | +36.7% | +50.2% |
| All | +57.9% | +22.7% | +35.3% | +50.2% |
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 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