+12.4%
AMT vs MUB
+0.1%
+12.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.4% |
| 7D | +6.0% | +0.6% | +5.5% | +5.2% |
| 30D | +20.1% | +3.2% | +16.9% | +14.9% |
| 3M | +12.4% | -1.1% | +13.4% | +14.7% |
| 6M | +9.9% | -1.1% | +11.1% | +11.9% |
| YTD | +14.4% | -0.5% | +14.8% | +15.6% |
| 1Y | +12.4% | 0.0% | +12.5% | +12.2% |
| All | +12.4% | +0.1% | +12.4% | +12.2% |
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