-3.8%
DOCS vs AHR
+365.8%
-369.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.4% |
| 7D | -1.4% | -1.5% | 0.0% | -1.2% |
| 30D | +21.8% | -1.4% | +23.2% | +22.1% |
| 3M | +27.3% | +18.6% | +8.7% | +24.5% |
| 6M | -0.3% | +6.6% | -6.9% | -1.1% |
| YTD | -40.5% | +17.5% | -58.0% | -42.4% |
| 1Y | -61.5% | +30.9% | -92.4% | -64.2% |
| All | -3.8% | +365.8% | -369.6% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling