+25.1%
XYZ vs ALHC
-54.5%
+79.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.6% | -3.9% |
| 7D | -2.1% | -0.8% | -1.3% | -2.1% |
| 30D | +7.0% | -9.6% | +16.7% | +7.2% |
| 3M | +5.1% | -44.5% | +49.6% | +5.6% |
| 6M | +14.1% | -59.2% | +73.3% | +16.5% |
| YTD | +26.4% | -62.0% | +88.4% | +26.0% |
| 1Y | +25.1% | -54.8% | +79.9% | +17.7% |
| All | +25.1% | -54.5% | +79.6% | +17.7% |
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