+27.7%
MTB vs AHR
+26.3%
+1.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.5% | +0.9% |
| 7D | +2.0% | +9.5% | -7.4% | +1.1% |
| 30D | +2.9% | +11.7% | -8.8% | +1.8% |
| 3M | -10.7% | +4.0% | -14.6% | -11.2% |
| 6M | +6.3% | +13.5% | -7.2% | +4.7% |
| YTD | +13.8% | +21.6% | -7.8% | +12.5% |
| 1Y | +27.7% | +25.1% | +2.6% | +26.5% |
| All | +27.7% | +26.3% | +1.4% | +26.5% |
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