+347.3%
AHR vs TXT
-8.3%
+355.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | +2.6% | -10.2% | +12.8% | +4.4% |
| 3M | +16.0% | -13.3% | +29.3% | +18.5% |
| 6M | +3.1% | -14.4% | +17.4% | +5.4% |
| YTD | +16.0% | -9.1% | +25.2% | +17.1% |
| 1Y | +28.0% | -2.2% | +30.1% | +26.8% |
| All | +347.3% | -8.3% | +355.6% | +336.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 5y: compounded portfolio wealth divided by compounded TXT 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…
5y analysis · Full analysis span regression · 6 months rolling