+343.3%
AHR vs UUUU
+78.4%
+264.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -0.8% |
| 7D | -2.1% | -10.5% | +8.4% | -2.0% |
| 30D | +1.9% | -10.5% | +12.4% | +2.0% |
| 3M | +15.7% | -14.1% | +29.8% | +15.9% |
| 6M | +2.5% | -35.5% | +38.0% | +3.1% |
| YTD | +15.0% | -10.9% | +26.0% | +14.1% |
| 1Y | +28.1% | +3.4% | +24.8% | +25.7% |
| All | +343.3% | +78.4% | +264.9% | +308.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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