+36.0%
DOC vs AHR
+395.3%
-359.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | -0.5% |
| 7D | +6.5% | +8.2% | -1.7% | +3.5% |
| 30D | +9.2% | +17.3% | -8.1% | +3.2% |
| 3M | -2.5% | +6.4% | -8.9% | -4.7% |
| 6M | +7.1% | +16.9% | -9.8% | +1.3% |
| YTD | +33.0% | +24.9% | +8.1% | +22.6% |
| 1Y | +23.3% | +23.3% | -0.1% | +14.0% |
| All | +36.0% | +395.3% | -359.3% | -20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling