+603.7%
DELL vs AHR
+356.1%
+247.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.9% | +12.9% | +12.0% |
| 7D | +8.2% | -2.1% | +10.3% | +8.3% |
| 30D | +17.1% | +1.9% | +15.2% | +16.8% |
| 3M | +45.2% | +15.7% | +29.5% | +42.3% |
| 6M | +286.8% | +2.5% | +284.3% | +285.2% |
| YTD | +354.8% | +15.0% | +339.8% | +340.4% |
| 1Y | +358.3% | +28.1% | +330.2% | +331.2% |
| All | +603.7% | +356.1% | +247.6% | +461.4% |
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