+90.3%
DGX vs AHR
+360.2%
-269.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -1.9% |
| 7D | -3.5% | -3.0% | -0.4% | -2.9% |
| 30D | -2.7% | +2.6% | -5.3% | -3.1% |
| 3M | +13.9% | +16.0% | -2.1% | +10.8% |
| 6M | +16.0% | +3.1% | +12.9% | +15.0% |
| YTD | +34.9% | +16.0% | +18.9% | +30.6% |
| 1Y | +30.6% | +28.0% | +2.6% | +23.5% |
| All | +90.3% | +360.2% | -269.9% | +42.4% |
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 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