+42.4%
GD vs AHR
+394.2%
-351.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.3% |
| 7D | +2.7% | -0.2% | +2.9% | +2.7% |
| 30D | +8.6% | +10.2% | -1.6% | +7.2% |
| 3M | -7.1% | +8.3% | -15.4% | -8.1% |
| 6M | +7.5% | +13.0% | -5.6% | +5.5% |
| YTD | +9.9% | +24.6% | -14.7% | +6.4% |
| 1Y | +7.6% | +22.2% | -14.7% | +4.4% |
| All | +42.4% | +394.2% | -351.8% | +23.4% |
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