+1,843.7%
MUU vs AHR
+26.4%
+1,817.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.2% |
| 7D | -8.2% | -2.1% | -6.2% | -8.5% |
| 30D | +10.2% | +1.9% | +8.3% | +10.3% |
| 3M | -26.5% | +15.7% | -42.2% | -31.9% |
| 6M | +227.2% | +2.5% | +224.7% | +236.5% |
| YTD | +527.4% | +15.0% | +512.4% | +484.7% |
| 1Y | +1,843.7% | +28.1% | +1,815.6% | +1,532.4% |
| All | +1,843.7% | +26.4% | +1,817.3% | +1,532.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling