+32.8%
XLP vs AHR
+401.6%
-368.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -0.2% | +4.6% | -4.8% | -0.9% |
| 30D | +8.2% | +11.6% | -3.5% | +6.4% |
| 3M | +7.7% | +12.0% | -4.3% | +5.9% |
| 6M | +9.3% | +15.0% | -5.7% | +7.0% |
| YTD | +19.5% | +26.5% | -7.0% | +15.4% |
| 1Y | +21.0% | +25.0% | -4.0% | +17.0% |
| All | +32.8% | +401.6% | -368.8% | +13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling