+39.4%
MAS vs AHR
+23.3%
+16.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.5% |
| 7D | +3.0% | -0.2% | +3.2% | +3.0% |
| 30D | +22.4% | +10.2% | +12.2% | +20.4% |
| 3M | +14.5% | +8.3% | +6.2% | +12.7% |
| 6M | +27.1% | +13.0% | +14.1% | +23.9% |
| YTD | +35.8% | +24.6% | +11.1% | +33.1% |
| 1Y | +39.4% | +22.2% | +17.2% | +36.0% |
| All | +39.4% | +23.3% | +16.1% | +36.0% |
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 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