+392.4%
AHR vs SUI
+6.7%
+385.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | +5.1% | -2.4% | +7.5% | +6.0% |
| 30D | +12.8% | +3.3% | +9.4% | +11.3% |
| 3M | +13.0% | +0.7% | +12.3% | +12.5% |
| 6M | +18.7% | -4.1% | +22.8% | +20.2% |
| YTD | +27.8% | -1.8% | +29.6% | +28.1% |
| 1Y | +22.9% | -4.1% | +27.0% | +24.2% |
| All | +392.4% | +6.7% | +385.8% | +384.1% |
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