+1,056.9%
MU vs AHR
+360.2%
+696.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.5% | -5.4% | -5.0% |
| 7D | +2.0% | -3.0% | +5.1% | +2.4% |
| 30D | +12.5% | +2.6% | +9.9% | +12.1% |
| 3M | +9.6% | +16.0% | -6.4% | +5.3% |
| 6M | +142.6% | +3.1% | +139.5% | +140.4% |
| YTD | +242.7% | +16.0% | +226.6% | +228.5% |
| 1Y | +599.3% | +28.0% | +571.3% | +552.2% |
| All | +1,056.9% | +360.2% | +696.8% | +833.2% |
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