+199.0%
THC vs AHR
+360.2%
-161.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.3% |
| 7D | 0.0% | -3.0% | +3.0% | +1.1% |
| 30D | +1.5% | +2.6% | -1.1% | +0.4% |
| 3M | +59.9% | +16.0% | +43.9% | +51.0% |
| 6M | +11.0% | +3.1% | +7.9% | +9.3% |
| YTD | +32.6% | +16.0% | +16.5% | +24.3% |
| 1Y | +37.4% | +28.0% | +9.4% | +23.4% |
| All | +199.0% | +360.2% | -161.2% | +107.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling