+3.4%
MUB vs AHR
+360.2%
-356.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -0.8% |
| 7D | -1.2% | -3.0% | +1.8% | -1.1% |
| 30D | -2.8% | +2.6% | -5.4% | -2.8% |
| 3M | -3.1% | +16.0% | -19.1% | -3.6% |
| 6M | -2.9% | +3.1% | -5.9% | -3.0% |
| YTD | -2.0% | +16.0% | -18.1% | -2.6% |
| 1Y | 0.0% | +28.0% | -28.0% | -1.0% |
| All | +3.4% | +360.2% | -356.8% | -1.5% |
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