+56.6%
TT vs AHR
+394.2%
-337.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.2% |
| 7D | +4.0% | -0.2% | +4.3% | +4.1% |
| 30D | -11.3% | +10.2% | -21.5% | -12.8% |
| 3M | -12.3% | +8.3% | -20.6% | -13.6% |
| 6M | -10.8% | +13.0% | -23.9% | -13.1% |
| YTD | +8.2% | +24.6% | -16.5% | +3.0% |
| 1Y | +1.5% | +22.2% | -20.8% | -3.0% |
| All | +56.6% | +394.2% | -337.6% | +23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling