+5.4%
MMM vs AHR
+26.4%
-21.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.3% |
| 7D | -2.1% | -2.1% | 0.0% | -2.0% |
| 30D | -9.8% | +1.9% | -11.7% | -9.9% |
| 3M | +4.9% | +15.7% | -10.7% | +4.9% |
| 6M | +7.3% | +2.5% | +4.8% | +6.7% |
| YTD | +4.5% | +15.0% | -10.5% | +5.6% |
| 1Y | +5.4% | +28.1% | -22.7% | +7.5% |
| All | +5.4% | +26.4% | -21.0% | +7.5% |
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