+3.8%
MUB vs AHR
+356.1%
-352.2%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | -0.8% | -2.1% | +1.3% | -0.8% |
| 30D | -2.4% | +1.9% | -4.3% | -2.4% |
| 3M | -2.8% | +15.7% | -18.5% | -3.4% |
| 6M | -2.2% | +2.5% | -4.7% | -2.4% |
| YTD | -1.6% | +15.0% | -16.6% | -2.2% |
| 1Y | 0.0% | +28.1% | -28.1% | -1.0% |
| All | +3.8% | +356.1% | -352.2% | -1.0% |
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 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