+71.7%
USB vs AHR
+394.2%
-322.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.2% |
| 7D | +2.6% | -0.2% | +2.8% | +2.6% |
| 30D | +8.4% | +10.2% | -1.8% | +6.2% |
| 3M | -5.5% | +8.3% | -13.9% | -7.3% |
| 6M | +17.7% | +13.0% | +4.7% | +14.2% |
| YTD | +17.6% | +24.6% | -7.1% | +11.2% |
| 1Y | +33.9% | +22.2% | +11.7% | +27.0% |
| All | +71.7% | +394.2% | -322.5% | +9.9% |
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 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