+604.2%
AMT vs MUB
+78.3%
+525.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.8% |
| 7D | +0.5% | +0.7% | -0.2% | -0.1% |
| 30D | +13.6% | +4.4% | +9.2% | +9.2% |
| 3M | +11.5% | -0.2% | +11.6% | +11.7% |
| 6M | +6.9% | -0.6% | +7.5% | +7.5% |
| YTD | +10.8% | +0.3% | +10.5% | +10.5% |
| 1Y | +10.3% | +0.8% | +9.6% | +9.6% |
| 3Y | +12.4% | +12.0% | +0.4% | +2.6% |
| 5Y | -20.1% | +3.4% | -23.5% | -22.8% |
| 10Y | +116.8% | +20.7% | +96.2% | +96.7% |
| All | +604.2% | +78.3% | +525.9% | +490.8% |
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