+117.7%
QLD vs AHR
+365.8%
-248.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.8% |
| 7D | +0.6% | -1.5% | +2.0% | +0.9% |
| 30D | -0.1% | -1.4% | +1.3% | +0.1% |
| 3M | -8.4% | +18.6% | -26.9% | -14.1% |
| 6M | +32.2% | +6.6% | +25.6% | +28.7% |
| YTD | +28.9% | +17.5% | +11.4% | +20.3% |
| 1Y | +43.8% | +30.9% | +13.0% | +27.3% |
| All | +117.7% | +365.8% | -248.1% | +24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling