+199.0%
AMD vs MUB
+3.2%
+195.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.1% | +10.9% | +10.9% |
| 7D | -11.0% | +0.7% | -11.7% | -12.1% |
| 30D | -30.5% | +4.4% | -34.8% | -35.7% |
| 3M | -8.2% | -0.4% | -7.8% | -7.4% |
| 6M | +6.6% | -0.9% | +7.4% | +8.7% |
| YTD | +109.7% | +0.1% | +109.6% | +111.0% |
| 1Y | +88.9% | +0.5% | +88.4% | +88.8% |
| 3Y | +301.8% | +11.7% | +290.1% | +219.7% |
| All | +199.0% | +3.2% | +195.8% | +135.7% |
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 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