+160.3%
EWT vs AHR
+356.1%
-195.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +1.9% |
| 7D | -1.1% | -2.1% | +1.0% | -0.9% |
| 30D | +4.5% | +1.9% | +2.6% | +4.2% |
| 3M | +8.3% | +15.7% | -7.4% | +5.7% |
| 6M | +54.2% | +2.5% | +51.7% | +53.6% |
| YTD | +74.6% | +15.0% | +59.6% | +69.9% |
| 1Y | +84.9% | +28.1% | +56.8% | +75.5% |
| All | +160.3% | +356.1% | -195.7% | +104.9% |
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