+35.0%
WAT vs AHR
+26.4%
+8.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.6% |
| 7D | -0.3% | -2.1% | +1.8% | -0.5% |
| 30D | -1.9% | +1.9% | -3.8% | -1.6% |
| 3M | +13.5% | +15.7% | -2.1% | +15.9% |
| 6M | +37.2% | +2.5% | +34.7% | +37.9% |
| YTD | +7.5% | +15.0% | -7.5% | +10.3% |
| 1Y | +35.0% | +28.1% | +6.9% | +38.6% |
| All | +35.0% | +26.4% | +8.6% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling