-98.8%
AMC vs MUB
+21.8%
-120.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.3% |
| 7D | +3.5% | -1.3% | +4.8% | +4.9% |
| 30D | +12.5% | +2.2% | +10.3% | +9.9% |
| 3M | +23.6% | -1.6% | +25.2% | +25.9% |
| 6M | +144.4% | -1.3% | +145.6% | +148.2% |
| YTD | +108.3% | -0.7% | +109.0% | +110.7% |
| 1Y | +38.9% | -0.2% | +39.1% | +39.9% |
| 3Y | -58.9% | +9.6% | -68.5% | -61.9% |
| 5Y | -99.2% | +2.6% | -101.7% | -99.2% |
| All | -98.8% | +21.8% | -120.6% | -98.4% |
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