+148.6%
TE vs AHR
+33.1%
+115.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.5% |
| 7D | -4.0% | -1.5% | -2.5% | -3.8% |
| 30D | -15.9% | -1.4% | -14.5% | -15.8% |
| 3M | -60.5% | +18.6% | -79.1% | -64.3% |
| 6M | -35.2% | +6.6% | -41.8% | -35.6% |
| YTD | -31.1% | +17.5% | -48.6% | -34.2% |
| 1Y | +148.6% | +30.9% | +117.8% | +121.7% |
| All | +148.6% | +33.1% | +115.6% | +121.7% |
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