+21.7%
PFE vs AHR
+365.8%
-344.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -1.0% |
| 7D | +1.8% | -1.5% | +3.2% | +1.9% |
| 30D | +10.2% | -1.4% | +11.6% | +10.4% |
| 3M | +12.7% | +18.6% | -5.9% | +10.5% |
| 6M | +10.5% | +6.6% | +4.0% | +9.6% |
| YTD | +20.2% | +17.5% | +2.7% | +17.7% |
| 1Y | +24.1% | +30.9% | -6.8% | +19.2% |
| All | +21.7% | +365.8% | -344.1% | +1.4% |
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 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