+92.2%
AHR vs ADVB
-89.4%
+181.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.3% | +3.8% | -1.5% |
| 7D | -4.3% | -13.0% | +8.7% | -4.3% |
| 30D | -3.1% | +7.5% | -10.5% | -3.1% |
| 3M | +15.7% | +129.1% | -113.4% | +14.2% |
| 6M | +4.1% | +71.7% | -67.6% | +2.7% |
| YTD | +15.4% | +45.5% | -30.1% | +14.0% |
| 1Y | +28.0% | -2.7% | +30.7% | +26.9% |
| All | +92.2% | -89.4% | +181.6% | +123.6% |
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