+148.0%
SN vs AHR
+23.3%
+124.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.2% |
| 7D | +1.5% | -0.2% | +1.8% | +1.6% |
| 30D | +21.5% | +10.2% | +11.3% | +18.6% |
| 3M | +20.0% | +8.3% | +11.7% | +17.3% |
| 6M | +119.9% | +13.0% | +106.9% | +112.1% |
| YTD | +102.3% | +24.6% | +77.7% | +94.4% |
| 1Y | +148.0% | +22.2% | +125.8% | +138.3% |
| All | +148.0% | +23.3% | +124.7% | +138.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling