+3,025.2%
AMD vs MUB
+77.6%
+2,947.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +0.4% | -17.7% | -17.5% |
| 7D | -28.6% | +0.9% | -29.5% | -29.0% |
| 30D | -37.7% | +3.8% | -41.5% | -39.1% |
| 3M | -16.1% | -0.7% | -15.4% | -15.8% |
| 6M | +13.8% | -0.8% | +14.6% | +14.4% |
| YTD | +88.8% | 0.0% | +88.9% | +89.1% |
| 1Y | +57.8% | +0.6% | +57.1% | +57.4% |
| 3Y | +260.3% | +11.4% | +248.9% | +239.8% |
| 5Y | +196.6% | +3.1% | +193.6% | +188.5% |
| 10Y | +6,064.6% | +20.2% | +6,044.4% | +5,818.0% |
| All | +3,025.2% | +77.6% | +2,947.6% | +2,564.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling