+1,116.6%
MU vs AHR
+357.7%
+758.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.0% |
| 7D | +7.5% | -4.3% | +11.8% | +8.1% |
| 30D | +19.4% | -3.1% | +22.4% | +19.8% |
| 3M | +9.8% | +15.7% | -5.8% | +5.5% |
| 6M | +164.1% | +4.1% | +160.1% | +160.8% |
| YTD | +260.3% | +15.4% | +244.9% | +245.6% |
| 1Y | +661.2% | +28.0% | +633.2% | +609.5% |
| All | +1,116.6% | +357.7% | +758.8% | +882.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling