+6,103.7%
AMZN vs MUB
+76.3%
+6,027.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.0% | -0.9% | -2.1% | -2.6% |
| 30D | -5.2% | -1.4% | -3.8% | -4.6% |
| 3M | +1.9% | -2.2% | +4.0% | +2.9% |
| 6M | +19.2% | -1.9% | +21.1% | +20.3% |
| YTD | +12.0% | -0.8% | +12.8% | +12.5% |
| 1Y | +9.7% | +2.7% | +6.9% | +8.5% |
| 3Y | +87.2% | +8.6% | +78.6% | +80.2% |
| 5Y | +48.7% | +2.0% | +46.6% | +45.9% |
| 10Y | +569.3% | +17.9% | +551.4% | +535.5% |
| All | +6,103.7% | +76.3% | +6,027.5% | +4,854.2% |
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