+6,351.7%
AMD vs MUB
+20.5%
+6,331.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.1% | +10.9% | +10.9% |
| 7D | -11.0% | +0.7% | -11.7% | -12.0% |
| 30D | -30.5% | +4.4% | -34.8% | -34.8% |
| 3M | -8.2% | -0.4% | -7.8% | -7.8% |
| 6M | +6.6% | -0.9% | +7.4% | +8.1% |
| YTD | +109.7% | +0.1% | +109.6% | +110.1% |
| 1Y | +88.9% | +0.5% | +88.4% | +88.2% |
| 3Y | +301.8% | +11.7% | +290.1% | +241.3% |
| 5Y | +229.4% | +3.2% | +226.2% | +210.5% |
| All | +6,351.7% | +20.5% | +6,331.3% | +6,873.6% |
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 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