+31.4%
XLP vs AHR
+395.3%
-363.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.3% | -4.6% | -1.8% |
| 7D | +0.7% | +8.2% | -7.5% | -0.4% |
| 30D | +10.3% | +17.3% | -7.0% | +7.7% |
| 3M | +6.5% | +6.4% | +0.2% | +5.4% |
| 6M | +8.4% | +16.9% | -8.5% | +5.9% |
| YTD | +18.2% | +24.9% | -6.7% | +14.4% |
| 1Y | +22.4% | +23.3% | -0.9% | +18.6% |
| All | +31.4% | +395.3% | -363.9% | +12.7% |
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 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