+4.7%
MUB vs AHR
+364.8%
-360.1%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -0.3% | -3.4% | +3.1% | -0.2% |
| 30D | -1.5% | -3.8% | +2.2% | -1.4% |
| 3M | -1.9% | +20.1% | -22.0% | -2.6% |
| 6M | -1.7% | +7.1% | -8.8% | -2.0% |
| YTD | -0.8% | +17.2% | -18.0% | -1.4% |
| 1Y | +1.5% | +30.4% | -28.9% | +0.4% |
| All | +4.7% | +364.8% | -360.1% | -0.3% |
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