+4.2%
XHB vs AHR
+357.7%
-353.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | -1.9% | -4.3% | +2.4% | -0.9% |
| 30D | -8.3% | -3.1% | -5.3% | -7.8% |
| 3M | -7.1% | +15.7% | -22.8% | -10.7% |
| 6M | -5.3% | +4.1% | -9.3% | -6.6% |
| YTD | -3.2% | +15.4% | -18.6% | -7.2% |
| 1Y | -13.9% | +28.0% | -41.8% | -20.3% |
| All | +4.2% | +357.7% | -353.5% | -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 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