+132.8%
AMAT vs MUB
+11.5%
+121.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +0.4% | -14.0% | -13.8% |
| 7D | -24.3% | +0.9% | -25.2% | -24.7% |
| 30D | -39.8% | +3.8% | -43.5% | -41.4% |
| 3M | -40.2% | -0.7% | -39.5% | -39.1% |
| 6M | -22.1% | -0.8% | -21.3% | -20.4% |
| YTD | +24.7% | 0.0% | +24.7% | +27.0% |
| 1Y | +33.3% | +0.6% | +32.6% | +35.4% |
| All | +132.8% | +11.5% | +121.4% | +96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling