+381.5%
AHR vs FGI
-11.3%
+392.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +3.3% |
| 7D | +8.2% | -7.0% | +15.2% | +8.2% |
| 30D | +17.3% | -4.2% | +21.5% | +17.3% |
| 3M | +6.4% | +55.6% | -49.2% | +5.7% |
| 6M | +16.9% | -3.2% | +20.1% | +16.4% |
| YTD | +24.9% | +29.1% | -4.2% | +24.2% |
| 1Y | +23.3% | +51.0% | -27.7% | +22.5% |
| All | +381.5% | -11.3% | +392.8% | +379.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling