+61.4%
AMAT vs MUU
+478.9%
-417.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -14.0% | +10.7% | +0.5% |
| 7D | -11.2% | -35.9% | +24.7% | -0.4% |
| 30D | -31.9% | -47.1% | +15.2% | -20.1% |
| 3M | -32.3% | -29.8% | -2.5% | -27.6% |
| 6M | -5.4% | +16.0% | -21.4% | -15.8% |
| YTD | +44.3% | +286.1% | -241.8% | -5.5% |
| 1Y | +61.4% | +504.3% | -443.0% | -5.2% |
| All | +61.4% | +478.9% | -417.5% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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