+6,406.4%
AMD vs MUB
+17.9%
+6,388.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | -0.9% | +3.4% | +3.9% |
| 30D | -0.9% | -1.4% | +0.5% | +1.2% |
| 3M | -8.7% | -2.2% | -6.6% | -5.6% |
| 6M | +136.3% | -1.9% | +138.2% | +143.8% |
| YTD | +123.0% | -0.8% | +123.8% | +126.6% |
| 1Y | +195.2% | +2.7% | +192.4% | +185.4% |
| 3Y | +336.3% | +8.6% | +327.8% | +286.9% |
| 5Y | +334.5% | +2.0% | +332.4% | +316.6% |
| All | +6,406.4% | +17.9% | +6,388.5% | +7,558.1% |
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