+528.4%
DELL vs AHR
+360.2%
+168.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.9% | -5.4% |
| 7D | -1.9% | -3.0% | +1.2% | -1.7% |
| 30D | +14.9% | +2.6% | +12.3% | +14.6% |
| 3M | +37.2% | +16.0% | +21.2% | +34.6% |
| 6M | +254.0% | +3.1% | +250.9% | +252.7% |
| YTD | +306.1% | +16.0% | +290.1% | +293.1% |
| 1Y | +312.3% | +28.0% | +284.3% | +288.8% |
| All | +528.4% | +360.2% | +168.3% | +401.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling