+95.0%
AMT vs MUB
+17.9%
+77.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.2% | -0.3% | +0.1% | +0.4% |
| 30D | +1.8% | -1.5% | +3.4% | +4.8% |
| 3M | -6.2% | -1.9% | -4.3% | -2.8% |
| 6M | -5.0% | -1.7% | -3.3% | -1.9% |
| YTD | +2.1% | -0.8% | +2.8% | +3.5% |
| 1Y | -5.7% | +1.5% | -7.2% | -8.3% |
| 3Y | +7.9% | +8.8% | -0.8% | -6.5% |
| 5Y | -32.3% | +2.0% | -34.3% | -35.2% |
| 10Y | +95.0% | +18.0% | +77.0% | +78.7% |
| All | +95.0% | +17.9% | +77.2% | +78.7% |
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