+85.9%
AMZN vs MUB
+8.8%
+77.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.8% | -0.3% | +1.1% | +1.0% |
| 30D | -6.4% | -1.5% | -4.8% | -5.5% |
| 3M | +4.8% | -1.9% | +6.7% | +6.0% |
| 6M | +20.5% | -1.7% | +22.2% | +21.6% |
| YTD | +11.3% | -0.8% | +12.1% | +12.1% |
| 1Y | +9.0% | +1.5% | +7.5% | +9.2% |
| 3Y | +85.9% | +8.8% | +77.1% | +74.0% |
| All | +85.9% | +8.8% | +77.2% | +74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling