+107.5%
AHR vs ADVB
-96.8%
+204.4%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -23.6% | +22.1% | -1.5% |
| 7D | -0.2% | +27.8% | -28.0% | -0.2% |
| 30D | +10.2% | -50.8% | +61.0% | +10.4% |
| 3M | +8.3% | -70.5% | +78.8% | +8.7% |
| 6M | +13.0% | -46.7% | +59.8% | +12.4% |
| YTD | +24.6% | -56.7% | +81.3% | +23.5% |
| 1Y | +22.2% | -71.8% | +94.0% | +22.2% |
| All | +107.5% | -96.8% | +204.4% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 10y: compounded portfolio wealth divided by compounded ADVB 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…
10y analysis · Full analysis span regression · 6 months rolling