+43.3%
AMAT vs MUU
+270.6%
-227.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.2% | -5.0% | +1.7% |
| 7D | -14.7% | -42.8% | +28.1% | -2.1% |
| 30D | -36.1% | -63.6% | +27.5% | -17.8% |
| 3M | -36.9% | -48.5% | +11.7% | -27.2% |
| 6M | -22.2% | -36.9% | +14.7% | -19.9% |
| YTD | +29.9% | +176.7% | -146.7% | -7.2% |
| 1Y | +43.3% | +266.3% | -223.0% | -4.2% |
| All | +43.3% | +270.6% | -227.3% | -4.2% |
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