-25.8%
TE vs AHR
+26.3%
-52.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.2% | -3.6% |
| 7D | +3.8% | +9.5% | -5.7% | +3.6% |
| 30D | -26.2% | +11.7% | -37.9% | -26.8% |
| 3M | -49.7% | +4.0% | -53.7% | -49.6% |
| 6M | -46.5% | +13.5% | -60.0% | -48.6% |
| YTD | -59.1% | +21.6% | -80.7% | -62.4% |
| 1Y | -25.8% | +25.1% | -50.9% | -36.2% |
| All | -25.8% | +26.3% | -52.1% | -36.2% |
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