+478.3%
PL vs AHR
+395.3%
+83.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.3% | +7.0% | +9.3% |
| 7D | -6.8% | +8.2% | -15.0% | -9.0% |
| 30D | -29.3% | +17.3% | -46.6% | -33.1% |
| 3M | -44.8% | +6.4% | -51.1% | -45.9% |
| 6M | -68.4% | +16.9% | -85.3% | -70.4% |
| YTD | -36.4% | +24.9% | -61.3% | -43.4% |
| 1Y | +0.7% | +23.3% | -22.6% | -10.3% |
| All | +478.3% | +395.3% | +83.0% | +99.5% |
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