-4.8%
MDB vs AHR
+23.3%
-28.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.2% | -2.1% |
| 7D | +6.8% | -0.2% | +7.1% | +6.7% |
| 30D | -6.2% | +10.2% | -16.4% | -3.1% |
| 3M | -29.2% | +8.3% | -37.6% | -27.4% |
| 6M | +10.3% | +13.0% | -2.7% | +17.9% |
| YTD | -20.4% | +24.6% | -45.0% | -11.9% |
| 1Y | -4.8% | +22.2% | -27.0% | +5.7% |
| All | -4.8% | +23.3% | -28.1% | +5.7% |
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