+21.2%
DOCS vs AHR
+406.6%
-385.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.7% | +2.5% |
| 7D | -4.2% | +5.1% | -9.3% | -5.1% |
| 30D | +8.6% | +12.8% | -4.1% | +6.2% |
| 3M | +27.2% | +13.0% | +14.3% | +24.2% |
| 6M | +26.5% | +18.7% | +7.8% | +23.0% |
| YTD | -25.0% | +27.8% | -52.7% | -28.5% |
| 1Y | -37.0% | +22.9% | -59.9% | -39.4% |
| All | +21.2% | +406.6% | -385.4% | -18.5% |
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