-18.0%
GIS vs AHR
+33.1%
-51.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.2% |
| 7D | -7.8% | -1.5% | -6.4% | -7.6% |
| 30D | +6.6% | -1.4% | +8.0% | +6.6% |
| 3M | +21.0% | +18.6% | +2.4% | +19.7% |
| 6M | -9.1% | +6.6% | -15.6% | -10.3% |
| YTD | -13.6% | +17.5% | -31.1% | -14.2% |
| 1Y | -18.0% | +30.9% | -48.9% | -18.4% |
| All | -18.0% | +33.1% | -51.1% | -18.4% |
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 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