-45.5%
MUZ vs AHR
+29.2%
-74.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +1.8% | -14.6% | -15.8% |
| 7D | +14.0% | +9.6% | +4.4% | -5.3% |
| 30D | +57.6% | +16.1% | +41.5% | +16.3% |
| 3M | -3.1% | +4.4% | -7.5% | -10.5% |
| All | -45.5% | +29.2% | -74.7% | -77.0% |
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 · Available span rolling