+39.7%
DLR vs AHR
+356.1%
-316.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.0% |
| 7D | +0.1% | -2.1% | +2.2% | +0.7% |
| 30D | -4.3% | +1.9% | -6.2% | -4.9% |
| 3M | +3.8% | +15.7% | -11.8% | -1.2% |
| 6M | +5.8% | +2.5% | +3.3% | +4.4% |
| YTD | +23.5% | +15.0% | +8.5% | +17.1% |
| 1Y | +11.1% | +28.1% | -17.0% | +1.2% |
| All | +39.7% | +356.1% | -316.4% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling