-68.1%
UUUU vs ALHC
-58.4%
-9.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -3.6% |
| 7D | +1.4% | -0.8% | +2.2% | +1.4% |
| 30D | -27.9% | -9.6% | -18.3% | -27.7% |
| 3M | -53.8% | -44.5% | -9.3% | -53.8% |
| 6M | -68.1% | -59.2% | -8.9% | -67.9% |
| All | -68.1% | -58.4% | -9.7% | -67.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling