+108.1%
WAB vs AHR
+360.2%
-252.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -0.2% | -3.0% | +2.8% | +0.4% |
| 30D | -5.9% | +2.6% | -8.5% | -6.4% |
| 3M | +9.4% | +16.0% | -6.6% | +5.5% |
| 6M | +13.8% | +3.1% | +10.8% | +12.5% |
| YTD | +31.8% | +16.0% | +15.7% | +26.7% |
| 1Y | +48.5% | +28.0% | +20.6% | +39.0% |
| All | +108.1% | +360.2% | -252.1% | +56.3% |
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 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