+22.2%
EMB vs AHR
+360.2%
-337.9%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.8% |
| 7D | -1.1% | -3.0% | +1.9% | -0.9% |
| 30D | -1.1% | +2.6% | -3.7% | -1.3% |
| 3M | -0.8% | +16.0% | -16.8% | -2.1% |
| 6M | -0.1% | +3.1% | -3.1% | -0.4% |
| YTD | +0.4% | +16.0% | -15.6% | -1.1% |
| 1Y | +3.3% | +28.0% | -24.7% | +0.6% |
| All | +22.2% | +360.2% | -337.9% | +6.1% |
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 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