+4,680.0%
MU vs AMC
-98.1%
+4,778.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.3% | +1.8% | +5.9% |
| 7D | +9.0% | +2.3% | +6.7% | +8.9% |
| 30D | +13.8% | -0.7% | +14.6% | +13.8% |
| 3M | +2.1% | +35.2% | -33.1% | +0.4% |
| 6M | +153.8% | +124.6% | +29.2% | +144.3% |
| YTD | +256.4% | +69.9% | +186.5% | +246.2% |
| 1Y | +719.8% | -2.6% | +722.3% | +711.3% |
| 3Y | +1,360.4% | -79.8% | +1,440.1% | +1,385.4% |
| 5Y | +1,312.4% | -99.4% | +1,411.8% | +1,439.1% |
| 10Y | +6,142.6% | -98.9% | +6,241.5% | +6,830.9% |
| All | +4,680.0% | -98.1% | +4,778.0% | +4,196.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling