+72.2%
AMAT vs MUB
+0.7%
+71.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.8% |
| 7D | +7.0% | +0.4% | +6.5% | +6.6% |
| 30D | -20.6% | +3.9% | -24.5% | -25.5% |
| 3M | -24.8% | -0.2% | -24.5% | -16.8% |
| 6M | -10.7% | -0.4% | -10.4% | +0.4% |
| YTD | +54.3% | +0.5% | +53.8% | +71.5% |
| All | +72.2% | +0.7% | +71.4% | +90.2% |
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