+128.2%
P vs AHR
+357.7%
-229.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.9% |
| 7D | +5.0% | -4.3% | +9.4% | +5.4% |
| 30D | -0.9% | -3.1% | +2.1% | -0.7% |
| 3M | +38.7% | +15.7% | +23.0% | +34.3% |
| 6M | +54.4% | +4.1% | +50.3% | +52.5% |
| YTD | +44.8% | +15.4% | +29.4% | +39.8% |
| 1Y | +22.5% | +28.0% | -5.4% | +14.9% |
| All | +128.2% | +357.7% | -229.5% | +70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling