+125.1%
W vs AHR
+394.2%
-269.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +1.0% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +6.8% | +10.2% | -3.4% | +2.8% |
| 3M | +10.7% | +8.3% | +2.4% | +7.0% |
| 6M | +86.3% | +13.0% | +73.3% | +75.6% |
| YTD | +11.5% | +24.6% | -13.2% | -0.4% |
| 1Y | +5.1% | +22.2% | -17.1% | -5.5% |
| All | +125.1% | +394.2% | -269.2% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling