+26.7%
MAS vs AHR
+408.0%
-381.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.5% |
| 7D | +3.6% | +8.1% | -4.5% | +1.8% |
| 30D | +23.8% | +16.9% | +6.9% | +19.6% |
| 3M | +14.4% | +7.6% | +6.8% | +12.3% |
| 6M | +19.7% | +16.0% | +3.8% | +15.5% |
| YTD | +36.0% | +28.1% | +7.8% | +27.9% |
| 1Y | +40.4% | +22.8% | +17.5% | +33.2% |
| All | +26.7% | +408.0% | -381.3% | -18.3% |
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 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