+93.7%
PSX vs AHR
+356.1%
-262.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.4% |
| 7D | +1.7% | -2.1% | +3.8% | +1.9% |
| 30D | +15.6% | +1.9% | +13.8% | +15.4% |
| 3M | +46.5% | +15.7% | +30.8% | +44.2% |
| 6M | +55.0% | +2.5% | +52.5% | +54.4% |
| YTD | +105.3% | +15.0% | +90.3% | +101.1% |
| 1Y | +101.6% | +28.1% | +73.5% | +93.7% |
| All | +93.7% | +356.1% | -262.4% | +73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling