-30.2%
NVD vs AHR
+26.3%
-56.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.8% | +6.2% |
| 7D | +15.0% | +9.5% | +5.5% | +13.9% |
| 30D | +39.3% | +11.7% | +27.6% | +38.1% |
| 3M | +3.1% | +4.0% | -0.9% | +2.3% |
| 6M | -19.0% | +13.5% | -32.5% | -20.3% |
| YTD | -35.5% | +21.6% | -57.1% | -35.6% |
| 1Y | -30.2% | +25.1% | -55.3% | -30.3% |
| All | -30.2% | +26.3% | -56.5% | -30.3% |
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