+90.9%
TNA vs AHR
+360.2%
-269.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.6% | -3.3% |
| 7D | -7.6% | -3.0% | -4.5% | -5.9% |
| 30D | -13.6% | +2.6% | -16.2% | -15.1% |
| 3M | +2.8% | +16.0% | -13.2% | -7.9% |
| 6M | +34.5% | +3.1% | +31.4% | +30.0% |
| YTD | +41.0% | +16.0% | +25.0% | +24.1% |
| 1Y | +52.0% | +28.0% | +24.0% | +21.7% |
| All | +90.9% | +360.2% | -269.3% | -42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling