-57.4%
UUUU vs ALHC
-55.7%
-1.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.5% | -1.1% |
| 7D | -1.1% | +0.3% | -1.3% | -1.2% |
| 30D | -21.0% | -10.6% | -10.4% | -19.8% |
| 3M | -54.8% | -45.3% | -9.5% | -51.4% |
| 6M | -67.3% | -59.7% | -7.6% | -63.1% |
| YTD | -54.7% | -62.7% | +8.1% | -50.8% |
| 1Y | -57.4% | -56.1% | -1.3% | -61.6% |
| All | -57.4% | -55.7% | -1.8% | -61.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling