+297.0%
MXL vs AHR
+26.3%
+270.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +2.6% | -13.8% | -9.5% |
| 7D | -24.3% | +9.5% | -33.8% | -19.9% |
| 30D | -46.1% | +11.7% | -57.8% | -42.1% |
| 3M | -21.8% | +4.0% | -25.8% | -18.0% |
| 6M | -27.2% | +13.5% | -40.8% | -22.9% |
| YTD | +226.2% | +21.6% | +204.6% | +235.8% |
| 1Y | +297.0% | +25.1% | +271.9% | +312.8% |
| All | +297.0% | +26.3% | +270.7% | +312.8% |
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