+27.1%
SW vs AHR
+26.3%
+0.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.3% | -4.3% | -1.5% |
| 7D | +2.3% | +8.2% | -5.9% | +0.9% |
| 30D | +6.8% | +17.3% | -10.5% | +3.9% |
| 3M | -5.2% | +6.4% | -11.6% | -6.5% |
| 6M | +7.4% | +16.9% | -9.5% | +5.1% |
| YTD | +17.4% | +24.9% | -7.5% | +18.2% |
| 1Y | +27.1% | +23.3% | +3.8% | +26.7% |
| All | +27.1% | +26.3% | +0.8% | +26.7% |
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