+564.1%
AMZN vs MUB
+17.4%
+546.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.4% |
| 7D | -1.0% | -0.7% | -0.3% | -0.5% |
| 30D | -9.2% | -2.0% | -7.3% | -7.8% |
| 3M | +3.4% | -2.5% | +5.9% | +5.5% |
| 6M | +18.2% | -2.3% | +20.6% | +20.5% |
| YTD | +9.3% | -1.3% | +10.6% | +10.6% |
| 1Y | +5.9% | +1.1% | +4.8% | +5.3% |
| 3Y | +82.6% | +8.2% | +74.4% | +71.3% |
| 5Y | +44.9% | +1.5% | +43.4% | +40.1% |
| 10Y | +564.1% | +17.6% | +546.5% | +571.6% |
| All | +564.1% | +17.4% | +546.7% | +571.6% |
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