+72.9%
PBR vs AHR
+26.3%
+46.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.6% | -9.6% | -7.0% |
| 7D | -11.0% | +9.5% | -20.4% | -11.2% |
| 30D | -18.8% | +11.7% | -30.5% | -19.1% |
| 3M | +7.8% | +4.0% | +3.8% | +7.8% |
| 6M | -7.6% | +13.5% | -21.1% | -8.8% |
| YTD | +72.7% | +21.6% | +51.1% | +68.0% |
| 1Y | +72.9% | +25.1% | +47.8% | +64.3% |
| All | +72.9% | +26.3% | +46.6% | +64.3% |
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