+49.5%
UBER vs ALHC
-64.2%
+113.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.1% |
| 7D | +5.1% | +1.0% | +4.2% | +4.9% |
| 30D | +0.2% | -14.2% | +14.4% | +1.7% |
| 3M | -2.7% | -45.1% | +42.5% | +3.8% |
| 6M | -13.4% | -59.5% | +46.2% | -5.7% |
| YTD | -16.1% | -62.8% | +46.8% | -8.2% |
| 1Y | -25.5% | -55.5% | +29.9% | -20.9% |
| 3Y | +42.5% | +25.7% | +16.8% | +14.2% |
| All | +49.5% | -64.2% | +113.7% | +42.0% |
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 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