+114.0%
GLD vs AHR
+357.7%
-243.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.0% |
| 7D | +0.1% | -4.3% | +4.5% | +0.5% |
| 30D | +0.2% | -3.1% | +3.3% | +0.5% |
| 3M | +3.2% | +15.7% | -12.5% | +1.7% |
| 6M | -14.6% | +4.1% | -18.7% | -14.9% |
| YTD | +1.8% | +15.4% | -13.6% | +0.4% |
| 1Y | +20.7% | +28.0% | -7.2% | +17.7% |
| All | +114.0% | +357.7% | -243.7% | +94.5% |
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