+822.0%
MU vs AMC
-99.3%
+921.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -12.5% | -5.0% | -16.4% |
| 7D | -29.7% | 0.0% | -29.7% | -29.7% |
| 30D | -37.2% | +4.4% | -41.6% | -37.4% |
| 3M | -26.5% | +15.4% | -41.9% | -27.5% |
| 6M | +2.6% | +93.7% | -91.1% | -4.7% |
| YTD | +130.1% | +97.4% | +32.7% | +112.4% |
| 1Y | +176.7% | +23.2% | +153.5% | +164.6% |
| 3Y | +813.1% | -71.3% | +884.4% | +837.3% |
| 5Y | +822.0% | -99.3% | +921.2% | +1,047.7% |
| All | +822.0% | -99.3% | +921.2% | +1,047.7% |
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