+37.3%
EXE vs AHR
+357.7%
-320.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.4% |
| 7D | -2.7% | -4.3% | +1.6% | -2.1% |
| 30D | -0.4% | -3.1% | +2.7% | 0.0% |
| 3M | +9.5% | +15.7% | -6.2% | +6.7% |
| 6M | -9.3% | +4.1% | -13.4% | -10.2% |
| YTD | -10.9% | +15.4% | -26.3% | -13.8% |
| 1Y | +4.3% | +28.0% | -23.7% | -1.3% |
| All | +37.3% | +357.7% | -320.4% | +11.9% |
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 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