+40.2%
AMC vs MUB
+0.1%
+40.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +5.7% |
| 7D | +17.7% | +0.6% | +17.1% | +15.3% |
| 30D | +26.2% | +3.2% | +23.0% | +11.9% |
| 3M | +31.3% | -1.1% | +32.4% | +48.3% |
| 6M | +142.8% | -1.1% | +143.9% | +172.3% |
| YTD | +125.6% | -0.5% | +126.1% | +138.4% |
| 1Y | +40.2% | 0.0% | +40.3% | +45.1% |
| All | +40.2% | +0.1% | +40.2% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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