+847.8%
MU vs AMC
-99.3%
+947.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.2% | +5.0% |
| 7D | -22.0% | +2.6% | -24.6% | -22.1% |
| 30D | -36.6% | +9.0% | -45.6% | -37.0% |
| 3M | -21.7% | +22.2% | -43.9% | -23.2% |
| 6M | +3.5% | +91.5% | -87.9% | -3.7% |
| YTD | +141.9% | +101.3% | +40.7% | +122.9% |
| 1Y | +189.8% | +20.8% | +169.1% | +177.6% |
| 3Y | +855.4% | -71.3% | +926.7% | +880.7% |
| All | +847.8% | -99.3% | +947.1% | +1,091.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling