+352.8%
AHR vs SUI
+6.6%
+346.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.7% |
| 7D | -1.5% | -2.8% | +1.4% | -0.4% |
| 30D | -1.4% | -1.2% | -0.2% | -1.0% |
| 3M | +18.6% | -1.7% | +20.3% | +19.3% |
| 6M | +6.6% | -10.5% | +17.0% | +10.6% |
| YTD | +17.5% | -1.8% | +19.3% | +17.9% |
| 1Y | +30.9% | -4.1% | +34.9% | +32.3% |
| All | +352.8% | +6.6% | +346.1% | +345.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling