+43.8%
WAB vs ALHC
-54.5%
+98.4%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -1.1% |
| 7D | +7.9% | -0.8% | +8.7% | +7.9% |
| 30D | +4.9% | -9.6% | +14.5% | +5.2% |
| 3M | +1.8% | -44.5% | +46.3% | +3.8% |
| 6M | +12.0% | -59.2% | +71.2% | +14.1% |
| YTD | +41.3% | -62.0% | +103.3% | +41.5% |
| 1Y | +43.8% | -54.8% | +98.7% | +37.0% |
| All | +43.8% | -54.5% | +98.4% | +37.0% |
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