+351.8%
AHR vs TMF
-39.3%
+391.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.4% | +1.0% | -4.4% | -3.6% |
| 30D | -3.8% | -1.8% | -1.9% | -3.6% |
| 3M | +20.1% | -8.2% | +28.3% | +21.2% |
| 6M | +7.1% | -19.5% | +26.6% | +9.9% |
| YTD | +17.2% | -16.0% | +33.2% | +19.6% |
| 1Y | +30.4% | -22.5% | +52.9% | +34.1% |
| All | +351.8% | -39.3% | +391.1% | +358.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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