+96.8%
AMAT vs MUU
+1,454.8%
-1,358.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +24.2% | -18.1% | -0.5% |
| 7D | +7.0% | -2.5% | +9.4% | +5.9% |
| 30D | -20.6% | -39.7% | +19.2% | -11.5% |
| 3M | -24.8% | -27.4% | +2.7% | -21.6% |
| 6M | -10.7% | -38.4% | +27.7% | -10.5% |
| YTD | +54.3% | +276.4% | -222.2% | -7.9% |
| 1Y | +73.7% | +390.7% | -317.0% | -5.4% |
| All | +96.8% | +1,454.8% | -1,358.0% | -34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling