-7.9%
MOS vs AHR
+22.1%
-30.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.2% | +0.9% |
| 7D | +24.8% | +8.1% | +16.7% | +24.1% |
| 30D | +22.7% | +16.9% | +5.8% | +21.6% |
| 3M | -1.2% | +7.6% | -8.8% | -1.6% |
| 6M | +5.5% | +16.0% | -10.4% | +4.9% |
| YTD | -2.0% | +28.1% | -30.1% | -0.7% |
| 1Y | -7.9% | +22.8% | -30.8% | -7.0% |
| All | -7.9% | +22.1% | -30.1% | -7.0% |
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