+42.4%
AMC vs MUB
+0.3%
+42.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +3.0% |
| 7D | +5.5% | +0.6% | +4.9% | +3.2% |
| 30D | +16.1% | +3.4% | +12.7% | +2.9% |
| 3M | +43.0% | -0.7% | +43.7% | +60.5% |
| 6M | +130.7% | -1.0% | +131.6% | +160.3% |
| YTD | +121.8% | 0.0% | +121.8% | +132.4% |
| All | +42.4% | +0.3% | +42.1% | +49.3% |
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 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