+4,524.1%
MU vs AMT
+134.2%
+4,389.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.6% |
| 7D | +21.6% | -2.2% | +23.8% | +22.0% |
| 30D | -16.2% | +5.8% | -22.0% | -17.0% |
| 3M | -12.4% | +12.6% | -24.9% | -14.2% |
| 6M | +4.2% | +8.3% | -4.1% | +1.6% |
| YTD | +180.0% | +11.4% | +168.5% | +169.3% |
| 1Y | +226.4% | +7.7% | +218.7% | +216.5% |
| 3Y | +969.7% | +14.8% | +954.9% | +854.9% |
| 5Y | +957.9% | -18.0% | +975.9% | +966.2% |
| All | +4,524.1% | +134.2% | +4,389.9% | +3,350.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling