+35.1%
DOC vs AHR
+379.3%
-344.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | 0.0% |
| 7D | +6.2% | +5.9% | +0.4% | +4.1% |
| 30D | +6.5% | +11.0% | -4.5% | +2.6% |
| 3M | -6.2% | +1.5% | -7.7% | -6.8% |
| 6M | +25.6% | +13.9% | +11.7% | +20.0% |
| YTD | +32.1% | +20.9% | +11.2% | +23.2% |
| 1Y | +20.3% | +21.4% | -1.1% | +11.8% |
| All | +35.1% | +379.3% | -344.3% | -20.2% |
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 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