+43.2%
XME vs ALHC
-14.5%
+57.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | +3.6% | -1.0% | +4.6% | +3.6% |
| 30D | +3.6% | -6.3% | +10.0% | +3.9% |
| 3M | +1.2% | -12.3% | +13.5% | +1.3% |
| 6M | +9.0% | -27.0% | +36.1% | +10.3% |
| YTD | +15.9% | -31.8% | +47.8% | +17.5% |
| 1Y | +43.2% | -17.0% | +60.2% | +42.6% |
| All | +43.2% | -14.5% | +57.7% | +42.6% |
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