+84.6%
AMAT vs MUU
+1,185.3%
-1,100.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +12.5% | -1.1% | +8.0% |
| 7D | -1.1% | -27.2% | +26.1% | +6.3% |
| 30D | -26.9% | -54.0% | +27.1% | -11.9% |
| 3M | -31.2% | -41.4% | +10.2% | -23.6% |
| 6M | -14.7% | -42.5% | +27.8% | -12.2% |
| YTD | +44.7% | +211.2% | -166.5% | -8.5% |
| 1Y | +62.0% | +313.4% | -251.4% | -7.3% |
| All | +84.6% | +1,185.3% | -1,100.7% | -34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling