+343.3%
AHR vs WCC
+95.9%
+247.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.6% | -4.5% | -1.1% |
| 7D | -2.1% | +1.4% | -3.5% | -2.2% |
| 30D | +1.9% | -2.3% | +4.2% | +2.0% |
| 3M | +15.7% | +3.7% | +12.0% | +15.2% |
| 6M | +2.5% | +34.8% | -32.3% | -0.7% |
| YTD | +15.0% | +46.1% | -31.1% | +10.4% |
| 1Y | +28.1% | +62.7% | -34.6% | +21.2% |
| All | +343.3% | +95.9% | +247.4% | +298.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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