+71.6%
USB vs AHR
+404.3%
-332.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +2.1% |
| 7D | +0.8% | +9.6% | -8.9% | -1.2% |
| 30D | +6.8% | +16.1% | -9.3% | +3.4% |
| 3M | -3.8% | +4.4% | -8.2% | -4.8% |
| 6M | +11.7% | +15.1% | -3.4% | +8.0% |
| YTD | +17.5% | +27.2% | -9.7% | +10.7% |
| 1Y | +33.8% | +21.7% | +12.0% | +27.2% |
| All | +71.6% | +404.3% | -332.7% | +9.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling