+27.7%
V vs ALHC
-55.7%
+83.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.4% |
| 7D | +0.9% | +0.3% | +0.6% | +0.9% |
| 30D | +9.0% | -10.6% | +19.5% | +9.4% |
| 3M | +16.7% | -45.3% | +62.0% | +19.2% |
| 6M | +33.4% | -59.7% | +93.1% | +37.3% |
| YTD | +22.4% | -62.7% | +85.1% | +24.4% |
| 1Y | +27.7% | -56.1% | +83.8% | +23.0% |
| All | +27.7% | -55.7% | +83.3% | +23.0% |
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 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