+23.6%
TDY vs AHR
+26.3%
-2.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.6% | -7.4% | -5.0% |
| 7D | -5.0% | +9.5% | -14.5% | -5.8% |
| 30D | +2.0% | +11.7% | -9.7% | +0.9% |
| 3M | -7.7% | +4.0% | -11.7% | -8.1% |
| 6M | -0.9% | +13.5% | -14.4% | -2.2% |
| YTD | +23.7% | +21.6% | +2.2% | +20.4% |
| 1Y | +23.6% | +25.1% | -1.5% | +20.5% |
| All | +23.6% | +26.3% | -2.7% | +20.5% |
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 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