+71.2%
NTR vs AHR
+356.1%
-284.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -1.3% | -2.1% | +0.8% | -1.2% |
| 30D | +16.8% | +1.9% | +14.9% | +16.6% |
| 3M | +20.7% | +15.7% | +5.1% | +19.3% |
| 6M | +0.5% | +2.5% | -2.0% | +0.2% |
| YTD | +29.2% | +15.0% | +14.2% | +27.4% |
| 1Y | +39.6% | +28.1% | +11.5% | +35.9% |
| All | +71.2% | +356.1% | -284.9% | +45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling