+66.6%
WDC vs ALHC
-55.2%
+121.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.8% | +10.0% |
| 7D | -14.4% | +3.9% | -18.3% | -14.5% |
| 30D | -27.1% | -3.6% | -23.4% | -26.5% |
| 3M | -33.3% | -49.4% | +16.2% | -29.3% |
| 6M | -39.6% | -59.5% | +19.9% | -34.2% |
| YTD | +68.4% | -63.2% | +131.6% | +82.1% |
| All | +66.6% | -55.2% | +121.8% | +61.4% |
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