+366.0%
WDC vs AHR
+26.4%
+339.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -3.0% |
| 7D | -4.3% | -2.1% | -2.2% | -4.4% |
| 30D | -1.5% | +1.9% | -3.4% | -1.3% |
| 3M | -15.5% | +15.7% | -31.1% | -18.5% |
| 6M | +66.5% | +2.5% | +63.9% | +67.5% |
| YTD | +159.9% | +15.0% | +144.8% | +148.3% |
| 1Y | +366.0% | +28.1% | +337.8% | +323.3% |
| All | +366.0% | +26.4% | +339.6% | +323.3% |
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 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