+821.4%
MU vs AHR
+394.2%
+427.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.1% | -2.4% |
| 7D | +12.8% | -0.2% | +13.0% | +12.8% |
| 30D | -14.9% | +10.2% | -25.1% | -15.6% |
| 3M | -18.0% | +8.3% | -26.4% | -18.6% |
| 6M | -3.1% | +13.0% | -16.2% | -4.9% |
| YTD | +172.9% | +24.6% | +148.3% | +160.2% |
| 1Y | +228.8% | +22.2% | +206.6% | +214.9% |
| All | +821.4% | +394.2% | +427.2% | +639.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling