-71.3%
AMC vs MUB
+11.6%
-82.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.9% | +1.8% |
| 7D | +2.6% | +0.7% | +1.9% | +1.1% |
| 30D | +9.0% | +4.4% | +4.7% | -0.1% |
| 3M | +22.2% | -0.4% | +22.6% | +24.3% |
| 6M | +91.5% | -0.9% | +92.3% | +96.6% |
| YTD | +101.3% | +0.1% | +101.2% | +103.7% |
| 1Y | +20.8% | +0.5% | +20.3% | +21.5% |
| 3Y | -71.3% | +11.7% | -83.0% | -79.7% |
| All | -71.3% | +11.6% | -82.9% | -79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling