+44.1%
TXG vs AHR
+360.2%
-316.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | +5.0% | -3.0% | +8.0% | +6.0% |
| 30D | +13.5% | +2.6% | +10.9% | +12.5% |
| 3M | +128.0% | +16.0% | +112.0% | +114.8% |
| 6M | +224.4% | +3.1% | +221.4% | +218.5% |
| YTD | +307.0% | +16.0% | +290.9% | +276.2% |
| 1Y | +427.2% | +28.0% | +399.3% | +360.6% |
| All | +44.1% | +360.2% | -316.0% | -40.9% |
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