+31.0%
SW vs AHR
+395.3%
-364.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.3% | -4.3% | -1.9% |
| 7D | +2.3% | +8.2% | -5.9% | 0.0% |
| 30D | +6.8% | +17.3% | -10.5% | +1.8% |
| 3M | -5.2% | +6.4% | -11.6% | -7.2% |
| 6M | +7.4% | +16.9% | -9.5% | +2.1% |
| YTD | +17.4% | +24.9% | -7.5% | +9.2% |
| 1Y | +27.1% | +23.3% | +3.8% | +18.3% |
| All | +31.0% | +395.3% | -364.3% | -34.5% |
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