-15.9%
TRU vs AHR
+26.4%
-42.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.1% |
| 7D | -2.7% | -2.1% | -0.6% | -2.5% |
| 30D | -2.0% | +1.9% | -3.9% | -2.2% |
| 3M | +18.4% | +15.7% | +2.8% | +18.1% |
| 6M | +8.9% | +2.5% | +6.3% | +7.8% |
| YTD | -8.9% | +15.0% | -24.0% | -8.6% |
| 1Y | -15.9% | +28.1% | -44.0% | -19.3% |
| All | -15.9% | +26.4% | -42.2% | -19.3% |
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