+2,840.9%
AMAT vs MUB
+76.3%
+2,764.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.5% | -0.9% | -0.7% | -0.9% |
| 30D | -14.8% | -1.4% | -13.4% | -13.9% |
| 3M | -9.3% | -2.2% | -7.1% | -7.7% |
| 6M | +27.4% | -1.9% | +29.3% | +29.4% |
| YTD | +77.6% | -0.8% | +78.3% | +79.0% |
| 1Y | +188.9% | +2.7% | +186.2% | +184.1% |
| 3Y | +202.3% | +8.6% | +193.7% | +184.7% |
| 5Y | +248.9% | +2.0% | +246.9% | +242.0% |
| 10Y | +1,585.2% | +17.9% | +1,567.3% | +1,491.3% |
| All | +2,840.9% | +76.3% | +2,764.7% | +2,366.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling