+35.4%
DOC vs AHR
+382.2%
-346.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +2.2% |
| 7D | +8.7% | +9.5% | -0.7% | +5.3% |
| 30D | +7.6% | +11.7% | -4.1% | +3.5% |
| 3M | -5.3% | +4.0% | -9.3% | -6.6% |
| 6M | +27.6% | +13.5% | +14.1% | +22.0% |
| YTD | +32.4% | +21.6% | +10.8% | +23.3% |
| 1Y | +22.9% | +25.1% | -2.2% | +13.0% |
| All | +35.4% | +382.2% | -346.7% | -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 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