+140.7%
AMT vs MUB
+23.3%
+117.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.6% |
| 7D | -2.4% | +0.4% | -2.8% | -3.2% |
| 30D | +4.2% | +3.9% | +0.3% | -2.9% |
| 3M | +13.4% | -0.2% | +13.6% | +13.9% |
| 6M | +9.4% | -0.4% | +9.8% | +10.1% |
| YTD | +11.7% | +0.5% | +11.1% | +10.6% |
| 1Y | +7.1% | +0.7% | +6.5% | +5.9% |
| 3Y | +15.1% | +11.1% | +4.0% | -3.8% |
| 5Y | -17.9% | +3.7% | -21.6% | -23.7% |
| All | +140.7% | +23.3% | +117.4% | +80.7% |
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