+228.1%
MP vs AHR
+357.7%
-129.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.7% |
| 7D | -0.7% | -4.3% | +3.6% | 0.0% |
| 30D | -0.7% | -3.1% | +2.4% | -0.2% |
| 3M | 0.0% | +15.7% | -15.7% | -3.9% |
| 6M | -10.0% | +4.1% | -14.0% | -11.1% |
| YTD | +7.5% | +15.4% | -7.9% | +2.5% |
| 1Y | -14.0% | +28.0% | -42.0% | -20.4% |
| All | +228.1% | +357.7% | -129.6% | +83.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling