+1,006.6%
WDC vs AHR
+357.7%
+648.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.3% |
| 7D | +7.5% | -4.3% | +11.8% | +8.3% |
| 30D | +10.1% | -3.1% | +13.1% | +10.6% |
| 3M | -6.8% | +15.7% | -22.5% | -11.2% |
| 6M | +84.1% | +4.1% | +80.1% | +80.7% |
| YTD | +180.3% | +15.4% | +164.8% | +166.0% |
| 1Y | +411.1% | +28.0% | +383.1% | +368.1% |
| All | +1,006.6% | +357.7% | +648.9% | +757.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling