+347.3%
AHR vs DTE
+39.9%
+307.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.2% |
| 7D | -3.0% | -2.0% | -1.1% | -2.0% |
| 30D | +2.6% | -2.4% | +5.0% | +3.9% |
| 3M | +16.0% | -7.3% | +23.3% | +20.6% |
| 6M | +3.1% | -7.6% | +10.7% | +7.4% |
| YTD | +16.0% | +5.8% | +10.2% | +12.9% |
| 1Y | +28.0% | +2.3% | +25.6% | +26.4% |
| All | +347.3% | +39.9% | +307.4% | +293.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 all: compounded portfolio wealth divided by compounded DTE 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…
all analysis · Full analysis span regression · 6 months rolling