+66.0%
AMAT vs MUB
-0.1%
+66.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.7% | -2.7% |
| 7D | +19.3% | -0.8% | +20.1% | +20.4% |
| 30D | -17.9% | +2.4% | -20.4% | -21.1% |
| 3M | -30.4% | -1.1% | -29.3% | -22.2% |
| 6M | -11.4% | -1.0% | -10.5% | -0.2% |
| YTD | +48.8% | -0.3% | +49.1% | +66.8% |
| 1Y | +66.0% | 0.0% | +66.0% | +85.1% |
| All | +66.0% | -0.1% | +66.1% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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