-22.2%
AMAT vs MUU
-35.6%
+13.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.2% | -5.0% | +1.4% |
| 7D | -14.7% | -42.8% | +28.1% | -0.6% |
| 30D | -36.1% | -63.6% | +27.5% | -15.4% |
| 3M | -36.9% | -48.5% | +11.7% | -26.3% |
| 6M | -22.2% | -36.9% | +14.7% | -14.1% |
| All | -22.2% | -35.6% | +13.4% | -14.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling