+344.9%
AHR vs SUI
+3.6%
+341.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.2% | -1.0% |
| 7D | -4.3% | -4.3% | -0.1% | -2.8% |
| 30D | -3.1% | -2.1% | -0.9% | -2.3% |
| 3M | +15.7% | -6.1% | +21.8% | +18.3% |
| 6M | +4.1% | -12.8% | +16.8% | +9.0% |
| YTD | +15.4% | -4.6% | +20.1% | +17.1% |
| 1Y | +28.0% | -7.7% | +35.7% | +31.2% |
| All | +344.9% | +3.6% | +341.3% | +342.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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