+1.7%
WFC vs ALHC
-54.5%
+56.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.4% | +0.1% |
| 7D | +1.7% | -0.8% | +2.5% | +1.8% |
| 30D | +6.8% | -9.6% | +16.5% | +7.5% |
| 3M | -3.0% | -44.5% | +41.5% | +0.3% |
| 6M | +15.4% | -59.2% | +74.6% | +21.0% |
| YTD | -5.9% | -62.0% | +56.1% | -2.3% |
| 1Y | +1.7% | -54.8% | +56.5% | +2.3% |
| All | +1.7% | -54.5% | +56.2% | +2.3% |
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