+361.7%
TXG vs AHR
+33.1%
+328.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -1.0% |
| 7D | +1.8% | -1.5% | +3.3% | +1.7% |
| 30D | +32.0% | -1.4% | +33.4% | +31.6% |
| 3M | +87.0% | +18.6% | +68.4% | +89.1% |
| 6M | +180.1% | +6.6% | +173.5% | +182.1% |
| YTD | +284.1% | +17.5% | +266.7% | +288.6% |
| 1Y | +361.7% | +30.9% | +330.8% | +388.5% |
| All | +361.7% | +33.1% | +328.6% | +388.5% |
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