+719.8%
MU vs AHR
+33.1%
+686.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.0% |
| 7D | +9.0% | -1.5% | +10.4% | +8.9% |
| 30D | +13.8% | -1.4% | +15.2% | +13.7% |
| 3M | +2.1% | +18.6% | -16.5% | -1.8% |
| 6M | +153.8% | +6.6% | +147.2% | +156.8% |
| YTD | +256.4% | +17.5% | +238.9% | +246.0% |
| 1Y | +719.8% | +30.9% | +688.9% | +692.0% |
| All | +719.8% | +33.1% | +686.7% | +692.0% |
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