+29.7%
WM vs AHR
+395.3%
-365.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.3% | -5.4% | -2.7% |
| 7D | +1.2% | +8.2% | -7.0% | -0.3% |
| 30D | +13.1% | +17.3% | -4.2% | +9.9% |
| 3M | +3.6% | +6.4% | -2.7% | +2.3% |
| 6M | +8.1% | +16.9% | -8.8% | +4.9% |
| YTD | +8.9% | +24.9% | -16.0% | +4.4% |
| 1Y | +20.3% | +23.3% | -3.0% | +15.5% |
| All | +29.7% | +395.3% | -365.7% | +4.2% |
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