+205.4%
THC vs AHR
+357.7%
-152.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.4% |
| 7D | +4.1% | -4.3% | +8.4% | +5.8% |
| 30D | +3.5% | -3.1% | +6.6% | +4.6% |
| 3M | +61.7% | +15.7% | +46.1% | +52.9% |
| 6M | +11.8% | +4.1% | +7.8% | +9.7% |
| YTD | +35.4% | +15.4% | +20.0% | +27.2% |
| 1Y | +37.0% | +28.0% | +9.1% | +23.1% |
| All | +205.4% | +357.7% | -152.3% | +112.4% |
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