+173.5%
AMD vs MUU
+1,042.7%
-869.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +9.2% | +1.8% | +8.5% |
| 7D | -11.0% | -42.8% | +31.7% | +2.3% |
| 30D | -30.5% | -63.6% | +33.1% | -10.4% |
| 3M | -8.2% | -48.5% | +40.3% | +6.6% |
| 6M | +6.6% | -36.9% | +43.5% | +5.6% |
| YTD | +109.7% | +176.7% | -67.0% | +33.7% |
| 1Y | +88.9% | +266.3% | -177.3% | +9.0% |
| All | +173.5% | +1,042.7% | -869.2% | -5.3% |
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