+41.1%
WWD vs AHR
+26.4%
+14.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.2% | +1.5% |
| 7D | -2.6% | -2.1% | -0.5% | -2.2% |
| 30D | -6.9% | +1.9% | -8.8% | -7.4% |
| 3M | -13.0% | +15.7% | -28.7% | -16.4% |
| 6M | -12.5% | +2.5% | -15.0% | -13.1% |
| YTD | +11.8% | +15.0% | -3.2% | +9.5% |
| 1Y | +41.1% | +28.1% | +12.9% | +36.3% |
| All | +41.1% | +26.4% | +14.7% | +36.3% |
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