+38.5%
TNA vs AHR
+26.3%
+12.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +4.1% |
| 7D | +2.4% | +9.5% | -7.0% | +1.3% |
| 30D | -0.9% | +11.7% | -12.6% | -2.3% |
| 3M | -19.2% | +4.0% | -23.2% | -19.7% |
| 6M | -0.8% | +13.5% | -14.4% | -2.3% |
| YTD | +33.2% | +21.6% | +11.6% | +31.8% |
| 1Y | +38.5% | +25.1% | +13.4% | +35.7% |
| All | +38.5% | +26.3% | +12.2% | +35.7% |
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