+29.9%
UBER vs ALHC
-31.6%
+61.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -2.4% |
| 7D | -7.0% | -4.1% | -2.9% | -6.5% |
| 30D | -8.9% | -5.4% | -3.5% | -8.3% |
| 3M | +1.0% | -32.1% | +33.1% | +5.0% |
| 6M | -3.7% | -28.5% | +24.7% | -1.9% |
| YTD | -13.0% | -34.0% | +21.0% | -10.5% |
| 1Y | -25.5% | -20.9% | -4.6% | -25.7% |
| 3Y | +50.5% | +151.5% | -101.1% | +9.8% |
| 5Y | +76.2% | -28.8% | +105.0% | +54.7% |
| All | +29.9% | -31.6% | +61.5% | +11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling