-99.4%
AMC vs MUB
+2.2%
-101.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +2.3% | -0.9% | +3.2% | +4.0% |
| 30D | -0.7% | -1.4% | +0.7% | +2.1% |
| 3M | +35.2% | -2.2% | +37.4% | +40.9% |
| 6M | +124.6% | -1.9% | +126.5% | +133.4% |
| YTD | +69.9% | -0.8% | +70.6% | +73.4% |
| 1Y | -2.6% | +2.7% | -5.3% | -5.6% |
| 3Y | -79.8% | +8.6% | -88.4% | -82.0% |
| All | -99.4% | +2.2% | -101.6% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling