-10.1%
DIS vs AHR
+33.1%
-43.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.1% | -1.7% |
| 7D | -2.6% | -1.5% | -1.1% | -2.5% |
| 30D | +3.5% | -1.4% | +4.9% | +3.5% |
| 3M | +6.8% | +18.6% | -11.8% | +7.9% |
| 6M | +3.0% | +6.6% | -3.6% | +3.0% |
| YTD | -6.7% | +17.5% | -24.2% | -4.4% |
| 1Y | -10.1% | +30.9% | -40.9% | -8.2% |
| All | -10.1% | +33.1% | -43.1% | -8.2% |
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 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