-99.9%
AMIX vs MUB
+6.2%
-106.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.3% | -20.3% | -21.0% |
| 7D | -8.1% | +0.4% | -8.5% | -10.1% |
| 30D | -52.3% | +3.9% | -56.2% | -59.9% |
| 3M | -83.8% | -0.2% | -83.5% | -83.5% |
| 6M | -79.0% | -0.4% | -78.6% | -78.7% |
| YTD | -87.2% | +0.5% | -87.7% | -87.2% |
| 1Y | -91.7% | +0.7% | -92.4% | -91.7% |
| All | -99.9% | +6.2% | -106.1% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling