+20.0%
DOCS vs AHR
+404.3%
-384.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.8% |
| 7D | 0.0% | +9.6% | -9.6% | -1.7% |
| 30D | +7.8% | +16.1% | -8.3% | +4.8% |
| 3M | +20.0% | +4.4% | +15.5% | +18.8% |
| 6M | +26.5% | +15.1% | +11.4% | +23.5% |
| YTD | -25.8% | +27.2% | -52.9% | -29.2% |
| 1Y | -39.5% | +21.7% | -61.2% | -41.7% |
| All | +20.0% | +404.3% | -384.3% | -19.2% |
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 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