+37.2%
DOC vs AHR
+365.8%
-328.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.2% |
| 7D | -1.5% | -1.5% | 0.0% | -1.0% |
| 30D | -4.8% | -1.4% | -3.4% | -4.3% |
| 3M | +6.9% | +18.6% | -11.7% | +1.1% |
| 6M | +20.7% | +6.6% | +14.2% | +17.9% |
| YTD | +34.1% | +17.5% | +16.7% | +26.5% |
| 1Y | +22.6% | +30.9% | -8.2% | +10.8% |
| All | +37.2% | +365.8% | -328.6% | -18.1% |
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