+343.3%
AHR vs WTW
+20.5%
+322.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.1% | -5.7% | +3.6% | -1.2% |
| 30D | +1.9% | -7.3% | +9.1% | +3.0% |
| 3M | +15.7% | +21.5% | -5.8% | +11.7% |
| 6M | +2.5% | +9.6% | -7.1% | +0.5% |
| YTD | +15.0% | -3.3% | +18.3% | +15.3% |
| 1Y | +28.1% | -6.1% | +34.2% | +29.8% |
| All | +343.3% | +20.5% | +322.9% | +311.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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