+693.5%
PL vs AHR
+357.7%
+335.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.8% |
| 7D | -13.9% | -4.3% | -9.5% | -12.5% |
| 30D | -25.5% | -3.1% | -22.4% | -24.8% |
| 3M | -44.8% | +15.7% | -60.4% | -48.3% |
| 6M | -33.3% | +4.1% | -37.4% | -35.2% |
| YTD | -12.7% | +15.4% | -28.1% | -20.3% |
| 1Y | +90.9% | +28.0% | +62.9% | +60.6% |
| All | +693.5% | +357.7% | +335.8% | +181.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling