+8,520.0%
AMD vs MUB
+22.3%
+8,497.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +7.0% |
| 7D | +44.7% | -0.8% | +45.6% | +46.3% |
| 30D | -3.3% | +2.4% | -5.8% | -6.9% |
| 3M | +21.2% | -1.1% | +22.3% | +22.8% |
| 6M | +30.6% | -1.0% | +31.6% | +32.4% |
| YTD | +173.3% | -0.3% | +173.6% | +175.0% |
| 1Y | +126.1% | 0.0% | +126.1% | +126.6% |
| 3Y | +393.5% | +10.2% | +383.4% | +327.3% |
| 5Y | +295.8% | +2.9% | +292.8% | +273.9% |
| All | +8,520.0% | +22.3% | +8,497.8% | +9,128.4% |
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