+48.6%
WCN vs ALHC
+16.3%
+32.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | +1.2% | +3.9% | -2.7% | +1.1% |
| 30D | +24.6% | -3.6% | +28.2% | +24.6% |
| 3M | +14.2% | -49.4% | +63.6% | +16.4% |
| 6M | +25.7% | -59.5% | +85.1% | +28.2% |
| YTD | +9.3% | -63.2% | +72.5% | +11.7% |
| 1Y | +15.3% | -55.5% | +70.8% | +17.3% |
| 3Y | +48.6% | +23.0% | +25.6% | +42.1% |
| All | +48.6% | +16.3% | +32.3% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling