+23.0%
MMM vs AHR
+26.3%
-3.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.6% | +6.9% | +9.2% |
| 7D | +12.2% | +9.5% | +2.8% | +11.0% |
| 30D | +18.8% | +11.7% | +7.2% | +17.4% |
| 3M | +7.4% | +4.0% | +3.4% | +6.6% |
| 6M | +38.3% | +13.5% | +24.8% | +36.5% |
| YTD | +22.9% | +21.6% | +1.3% | +22.2% |
| 1Y | +23.0% | +25.1% | -2.1% | +23.0% |
| All | +23.0% | +26.3% | -3.3% | +23.0% |
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