-98.7%
AMC vs MUB
+21.7%
-120.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.2% |
| 7D | +5.5% | +0.6% | +4.9% | +4.8% |
| 30D | +16.1% | +3.4% | +12.7% | +12.0% |
| 3M | +43.0% | -0.7% | +43.7% | +44.2% |
| 6M | +130.7% | -1.0% | +131.6% | +133.4% |
| YTD | +121.8% | 0.0% | +121.8% | +122.7% |
| 1Y | +40.7% | +0.4% | +40.3% | +40.7% |
| 3Y | -56.8% | +10.5% | -67.3% | -60.2% |
| 5Y | -99.1% | +3.1% | -102.2% | -99.1% |
| 10Y | -98.7% | +22.0% | -120.7% | -98.3% |
| All | -98.7% | +21.7% | -120.3% | -98.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling