+343.3%
AHR vs MDY
+38.6%
+304.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | -2.1% | -1.9% | -0.2% | -1.3% |
| 30D | +1.9% | -4.6% | +6.5% | +3.9% |
| 3M | +15.7% | -1.2% | +16.9% | +16.1% |
| 6M | +2.5% | +9.2% | -6.7% | -1.8% |
| YTD | +15.0% | +13.1% | +2.0% | +8.2% |
| 1Y | +28.1% | +13.0% | +15.1% | +20.4% |
| All | +343.3% | +38.6% | +304.7% | +280.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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