+212.3%
PWR vs AHR
+356.1%
-143.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.3% |
| 7D | +4.2% | -2.1% | +6.3% | +4.6% |
| 30D | -4.0% | +1.9% | -5.9% | -4.5% |
| 3M | -4.8% | +15.7% | -20.4% | -9.3% |
| 6M | +14.6% | +2.5% | +12.1% | +12.7% |
| YTD | +54.2% | +15.0% | +39.2% | +46.4% |
| 1Y | +67.1% | +28.1% | +39.0% | +53.5% |
| All | +212.3% | +356.1% | -143.8% | +103.3% |
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