+23.1%
ECL vs AHR
+26.3%
-3.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +3.0% |
| 7D | +7.7% | +9.5% | -1.7% | +6.2% |
| 30D | +13.7% | +11.7% | +2.0% | +11.6% |
| 3M | +11.6% | +4.0% | +7.6% | +10.6% |
| 6M | +23.9% | +13.5% | +10.4% | +21.2% |
| YTD | +21.0% | +21.6% | -0.6% | +18.3% |
| 1Y | +23.1% | +25.1% | -2.0% | +20.1% |
| All | +23.1% | +26.3% | -3.2% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling