+213.8%
AMD vs MUU
+1,152.1%
-938.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +9.6% | +5.2% | +12.1% |
| 7D | +6.5% | -32.5% | +38.9% | +17.3% |
| 30D | -15.3% | -55.2% | +40.0% | +3.6% |
| 3M | +9.7% | -40.7% | +50.4% | +23.0% |
| 6M | +13.2% | -43.9% | +57.1% | +16.1% |
| YTD | +140.6% | +203.2% | -62.6% | +49.9% |
| 1Y | +111.2% | +257.0% | -145.8% | +22.9% |
| All | +213.8% | +1,152.1% | -938.3% | +6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling