-36.6%
GIS vs AHR
+356.1%
-392.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -6.4% | -2.1% | -4.3% | -6.2% |
| 30D | -6.1% | +1.9% | -8.0% | -6.3% |
| 3M | +7.8% | +15.7% | -7.8% | +7.1% |
| 6M | -8.8% | +2.5% | -11.3% | -9.1% |
| YTD | -19.1% | +15.0% | -34.1% | -19.7% |
| 1Y | -24.8% | +28.1% | -52.9% | -25.7% |
| All | -36.6% | +356.1% | -392.7% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling