+132.8%
AMD vs MUU
+361.4%
-228.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +24.2% | -16.9% | +0.4% |
| 7D | +13.1% | -2.5% | +15.6% | +12.5% |
| 30D | -7.0% | -39.7% | +32.8% | +4.4% |
| 3M | +16.6% | -27.4% | +44.0% | +22.9% |
| 6M | +20.5% | -38.4% | +58.9% | +20.6% |
| YTD | +158.2% | +276.4% | -118.3% | +61.0% |
| 1Y | +132.8% | +390.7% | -258.0% | +31.7% |
| All | +132.8% | +361.4% | -228.6% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling