+265.1%
MU vs AHR
+26.3%
+238.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.6% | -9.6% | -6.4% |
| 7D | -19.1% | +9.5% | -28.6% | -17.4% |
| 30D | -25.2% | +11.7% | -36.9% | -23.3% |
| 3M | -10.9% | +4.0% | -14.9% | -9.3% |
| 6M | +38.0% | +13.5% | +24.5% | +40.6% |
| YTD | +178.8% | +21.6% | +157.2% | +174.6% |
| 1Y | +265.1% | +25.1% | +240.0% | +253.3% |
| All | +265.1% | +26.3% | +238.8% | +253.3% |
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