+957.6%
WDC vs AHR
+360.2%
+597.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -5.0% | -4.5% |
| 7D | +4.4% | -3.0% | +7.5% | +4.9% |
| 30D | +5.3% | +2.6% | +2.7% | +4.8% |
| 3M | -5.9% | +16.0% | -21.9% | -10.4% |
| 6M | +73.2% | +3.1% | +70.2% | +70.7% |
| YTD | +167.8% | +16.0% | +151.8% | +154.0% |
| 1Y | +386.0% | +28.0% | +358.0% | +345.5% |
| All | +957.6% | +360.2% | +597.5% | +718.6% |
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 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