+49.9%
XLE vs ALHC
-51.4%
+101.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +10.1% | -14.9% | -4.4% |
| 7D | -7.2% | -0.5% | -6.7% | -7.1% |
| 30D | +0.1% | -4.2% | +4.3% | +0.1% |
| 3M | +9.2% | -39.8% | +49.0% | +7.5% |
| 6M | +8.4% | -57.7% | +66.1% | +6.0% |
| YTD | +44.9% | -58.8% | +103.7% | +41.5% |
| 1Y | +49.9% | -52.4% | +102.2% | +48.0% |
| All | +49.9% | -51.4% | +101.3% | +48.0% |
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