+40.4%
MAS vs AHR
+22.1%
+18.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | +3.6% | +8.1% | -4.5% | +2.3% |
| 30D | +23.8% | +16.9% | +6.9% | +20.9% |
| 3M | +14.4% | +7.6% | +6.8% | +12.7% |
| 6M | +19.7% | +16.0% | +3.8% | +16.3% |
| YTD | +36.0% | +28.1% | +7.8% | +33.0% |
| 1Y | +40.4% | +22.8% | +17.5% | +35.6% |
| All | +40.4% | +22.1% | +18.2% | +35.6% |
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