+548.9%
AMT vs MUB
+76.3%
+472.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.2% | -0.9% | +0.6% | +0.6% |
| 30D | +4.6% | -1.4% | +6.0% | +6.0% |
| 3M | -8.4% | -2.2% | -6.3% | -6.6% |
| 6M | -6.0% | -1.9% | -4.1% | -4.3% |
| YTD | +2.1% | -0.8% | +2.9% | +2.9% |
| 1Y | -6.4% | +2.7% | -9.1% | -8.7% |
| 3Y | +8.1% | +8.6% | -0.5% | +1.2% |
| 5Y | -31.9% | +2.0% | -34.0% | -33.5% |
| 10Y | +97.1% | +17.9% | +79.2% | +81.1% |
| All | +548.9% | +76.3% | +472.6% | +450.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling