+251.5%
SN vs AHR
+357.7%
-106.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.8% |
| 7D | -3.4% | -4.3% | +0.9% | -2.0% |
| 30D | -9.1% | -3.1% | -6.0% | -8.3% |
| 3M | +31.8% | +15.7% | +16.1% | +24.8% |
| 6M | +52.0% | +4.1% | +47.9% | +49.0% |
| YTD | +51.3% | +15.4% | +35.9% | +42.6% |
| 1Y | +46.9% | +28.0% | +18.9% | +32.2% |
| All | +251.5% | +357.7% | -106.2% | +158.5% |
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