+119.6%
MPC vs AHR
+28.2%
+91.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.7% |
| 7D | +1.2% | -3.0% | +4.3% | +1.1% |
| 30D | +17.0% | +2.6% | +14.4% | +17.0% |
| 3M | +49.5% | +16.0% | +33.4% | +48.5% |
| 6M | +83.5% | +3.1% | +80.4% | +84.9% |
| YTD | +144.1% | +16.0% | +128.0% | +139.0% |
| 1Y | +119.6% | +28.0% | +91.6% | +105.4% |
| All | +119.6% | +28.2% | +91.4% | +105.4% |
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