+256.5%
AMD vs MUU
+1,403.4%
-1,146.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.3% | +9.2% | +6.8% |
| 7D | +44.7% | +43.7% | +1.1% | +30.6% |
| 30D | -3.3% | -37.2% | +33.9% | +7.5% |
| 3M | +21.2% | -36.1% | +57.3% | +32.1% |
| 6M | +30.6% | -35.7% | +66.3% | +28.4% |
| YTD | +173.3% | +264.0% | -90.7% | +60.9% |
| 1Y | +126.1% | +359.1% | -233.0% | +22.2% |
| All | +256.5% | +1,403.4% | -1,146.9% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling