+386.1%
EAT vs AHR
+360.2%
+25.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -6.2% | -3.0% | -3.2% | -5.8% |
| 30D | -3.0% | +2.6% | -5.6% | -3.3% |
| 3M | +45.6% | +16.0% | +29.6% | +42.7% |
| 6M | +53.5% | +3.1% | +50.5% | +52.8% |
| YTD | +49.6% | +16.0% | +33.5% | +45.6% |
| 1Y | +38.9% | +28.0% | +10.9% | +31.8% |
| All | +386.1% | +360.2% | +25.9% | +279.8% |
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