+95.1%
WMT vs AHR
+356.1%
-261.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.5% |
| 7D | 0.0% | -2.1% | +2.1% | +0.4% |
| 30D | -7.4% | +1.9% | -9.3% | -7.8% |
| 3M | -10.9% | +15.7% | -26.5% | -13.5% |
| 6M | -12.7% | +2.5% | -15.2% | -13.4% |
| YTD | -3.2% | +15.0% | -18.2% | -6.2% |
| 1Y | +5.3% | +28.1% | -22.8% | -0.3% |
| All | +95.1% | +356.1% | -261.0% | +73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling