-3.1%
MU vs AHR
+13.9%
-17.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.1% | -3.7% |
| 7D | +12.8% | -0.2% | +13.0% | +12.5% |
| 30D | -14.9% | +10.2% | -25.1% | -6.6% |
| 3M | -18.0% | +8.3% | -26.4% | -10.7% |
| 6M | -3.1% | +13.0% | -16.2% | +16.0% |
| All | -3.1% | +13.9% | -17.1% | +16.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling