-8.2%
HD vs AHR
+357.7%
-365.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.7% |
| 7D | -1.8% | -4.3% | +2.5% | -0.9% |
| 30D | -10.8% | -3.1% | -7.8% | -10.3% |
| 3M | -2.7% | +15.7% | -18.3% | -5.8% |
| 6M | -10.3% | +4.1% | -14.4% | -11.4% |
| YTD | -7.8% | +15.4% | -23.2% | -11.1% |
| 1Y | -23.1% | +28.0% | -51.1% | -28.2% |
| All | -8.2% | +357.7% | -365.9% | -39.0% |
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 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