+2,683.6%
MUU vs AHR
+132.3%
+2,551.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +6.0% |
| 7D | +15.0% | -4.3% | +19.4% | +16.5% |
| 30D | +36.8% | -3.1% | +39.9% | +37.9% |
| 3M | -8.5% | +15.7% | -24.2% | -18.4% |
| 6M | +320.7% | +4.1% | +316.7% | +303.1% |
| YTD | +599.7% | +15.4% | +584.3% | +521.7% |
| 1Y | +2,569.2% | +28.0% | +2,541.2% | +2,085.5% |
| All | +2,683.6% | +132.3% | +2,551.2% | +1,610.7% |
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