-8.7%
HD vs AHR
+356.1%
-364.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | -3.8% | -2.1% | -1.8% | -3.4% |
| 30D | -9.4% | +1.9% | -11.3% | -9.9% |
| 3M | -4.6% | +15.7% | -20.3% | -7.7% |
| 6M | -10.1% | +2.5% | -12.6% | -10.9% |
| YTD | -8.3% | +15.0% | -23.3% | -11.5% |
| 1Y | -25.0% | +28.1% | -53.1% | -30.0% |
| All | -8.7% | +356.1% | -364.8% | -39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling