+320.7%
MUU vs AHR
+5.0%
+315.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +4.4% |
| 7D | +15.0% | -4.3% | +19.4% | +11.8% |
| 30D | +36.8% | -3.1% | +39.9% | +33.8% |
| 3M | -8.5% | +15.7% | -24.2% | -7.4% |
| 6M | +320.7% | +4.1% | +316.7% | +407.6% |
| All | +320.7% | +5.0% | +315.7% | +407.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling