-79.7%
AMIX vs MUB
+2.9%
-82.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -2.0% | -2.4% |
| 7D | -13.7% | -0.9% | -12.9% | -0.6% |
| 30D | -62.1% | -1.4% | -60.6% | -52.1% |
| 3M | -46.2% | -2.2% | -44.0% | -30.7% |
| 6M | -46.4% | -1.9% | -44.5% | -30.0% |
| YTD | -60.3% | -0.8% | -59.5% | -52.4% |
| 1Y | -79.7% | +2.7% | -82.4% | -79.9% |
| All | -79.7% | +2.9% | -82.5% | -79.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling