+143.6%
SE vs AHR
+356.1%
-212.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.2% |
| 7D | -5.2% | -2.1% | -3.1% | -4.9% |
| 30D | -17.1% | +1.9% | -19.0% | -17.3% |
| 3M | +24.0% | +15.7% | +8.3% | +19.8% |
| 6M | +21.0% | +2.5% | +18.5% | +19.9% |
| YTD | -16.7% | +15.0% | -31.7% | -19.5% |
| 1Y | -45.9% | +28.1% | -74.0% | -49.1% |
| All | +143.6% | +356.1% | -212.5% | +82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling