+193.4%
AMAT vs MUU
+2,610.6%
-2,417.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.0% | +7.0% | +4.8% |
| 7D | +7.0% | +13.9% | -6.9% | +3.2% |
| 30D | -12.2% | +24.8% | -37.0% | -18.1% |
| 3M | -3.8% | -15.7% | +11.9% | -5.5% |
| 6M | +45.9% | +338.9% | -293.0% | -8.5% |
| YTD | +84.6% | +563.2% | -478.5% | +4.2% |
| 1Y | +193.4% | +2,577.5% | -2,384.1% | +19.5% |
| All | +193.4% | +2,610.6% | -2,417.2% | +19.5% |
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