-4.0%
DG vs AHR
+360.2%
-364.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.3% |
| 7D | -6.3% | -3.0% | -3.3% | -6.1% |
| 30D | +2.4% | +2.6% | -0.2% | +2.2% |
| 3M | +12.4% | +16.0% | -3.6% | +11.7% |
| 6M | -14.9% | +3.1% | -18.0% | -15.0% |
| YTD | -6.1% | +16.0% | -22.1% | -6.7% |
| 1Y | +17.9% | +28.0% | -10.1% | +16.0% |
| All | -4.0% | +360.2% | -364.2% | -20.9% |
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