+143.3%
DELL vs AHR
+26.3%
+117.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.4% | -7.7% |
| 7D | -24.6% | +9.5% | -34.0% | -21.7% |
| 30D | -32.5% | +11.7% | -44.2% | -29.4% |
| 3M | -20.2% | +4.0% | -24.2% | -18.2% |
| 6M | +76.5% | +13.5% | +62.9% | +86.1% |
| YTD | +198.9% | +21.6% | +177.3% | +208.1% |
| 1Y | +143.3% | +25.1% | +118.2% | +146.5% |
| All | +143.3% | +26.3% | +117.0% | +146.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling