-24.7%
CDW vs AHR
+394.2%
-418.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.6% |
| 7D | +9.3% | -0.2% | +9.6% | +9.3% |
| 30D | +14.4% | +10.2% | +4.1% | +14.2% |
| 3M | +21.4% | +8.3% | +13.1% | +21.2% |
| 6M | +72.8% | +13.0% | +59.8% | +72.7% |
| YTD | +28.0% | +24.6% | +3.4% | +26.3% |
| 1Y | +19.3% | +22.2% | -2.9% | +17.9% |
| All | -24.7% | +394.2% | -418.9% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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