+58.5%
AMAT vs MUU
+281.2%
-222.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +12.5% | -1.1% | +7.8% |
| 7D | -1.1% | -27.2% | +26.1% | +6.4% |
| 30D | -26.9% | -54.0% | +27.1% | -11.6% |
| 3M | -31.2% | -41.4% | +10.2% | -23.4% |
| 6M | -14.7% | -42.5% | +27.8% | -10.4% |
| YTD | +44.7% | +211.2% | -166.5% | 0.0% |
| All | +58.5% | +281.2% | -222.7% | +5.0% |
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