+403.7%
EAT vs AHR
+364.8%
+38.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.1% | -3.3% |
| 7D | -4.9% | -3.4% | -1.5% | -4.4% |
| 30D | -1.2% | -3.8% | +2.6% | -0.6% |
| 3M | +52.2% | +20.1% | +32.2% | +48.4% |
| 6M | +65.0% | +7.1% | +58.0% | +63.1% |
| YTD | +55.0% | +17.2% | +37.8% | +50.7% |
| 1Y | +42.1% | +30.4% | +11.7% | +34.3% |
| All | +403.7% | +364.8% | +38.9% | +293.0% |
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