+85.0%
UBER vs ALHC
-33.5%
+118.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -3.9% | -0.6% | -3.3% | -3.8% |
| 30D | +11.1% | -1.0% | +12.1% | +11.1% |
| 3M | +4.9% | -10.2% | +15.1% | +4.5% |
| 6M | -1.2% | -28.3% | +27.1% | +0.8% |
| YTD | -7.3% | -31.4% | +24.2% | -5.1% |
| 1Y | -17.6% | -16.9% | -0.7% | -18.4% |
| 3Y | +61.1% | +135.5% | -74.4% | +18.4% |
| All | +85.0% | -33.5% | +118.5% | +66.4% |
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