+45.9%
TEM vs AHR
+294.0%
-248.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.7% | -4.4% |
| 7D | -9.2% | -3.0% | -6.1% | -8.0% |
| 30D | +5.5% | +2.6% | +2.9% | +4.6% |
| 3M | +18.7% | +16.0% | +2.7% | +11.0% |
| 6M | +15.4% | +3.1% | +12.3% | +13.4% |
| YTD | -0.5% | +16.0% | -16.6% | -8.9% |
| 1Y | -24.8% | +28.0% | -52.8% | -35.8% |
| All | +45.9% | +294.0% | -248.0% | -67.8% |
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