+93.0%
PSX vs AHR
+360.2%
-267.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | +1.5% | -3.0% | +4.6% | +1.8% |
| 30D | +15.8% | +2.6% | +13.2% | +15.6% |
| 3M | +43.0% | +16.0% | +27.0% | +40.8% |
| 6M | +61.1% | +3.1% | +58.0% | +60.4% |
| YTD | +104.5% | +16.0% | +88.5% | +100.2% |
| 1Y | +102.5% | +28.0% | +74.6% | +94.8% |
| All | +93.0% | +360.2% | -267.2% | +72.9% |
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