+32.6%
XYZ vs ALHC
-55.2%
+87.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.6% |
| 7D | +14.9% | +3.9% | +11.0% | +15.0% |
| 30D | +14.7% | -3.6% | +18.3% | +14.9% |
| 3M | +12.1% | -49.4% | +61.5% | +12.8% |
| 6M | +18.3% | -59.5% | +77.8% | +20.9% |
| YTD | +36.1% | -63.2% | +99.2% | +35.8% |
| All | +32.6% | -55.2% | +87.7% | +22.9% |
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