+4,609.2%
MU vs AMT
+134.0%
+4,475.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.1% | +12.0% | +11.9% |
| 7D | +2.0% | -2.4% | +4.4% | +2.3% |
| 30D | -18.0% | +4.2% | -22.2% | -18.6% |
| 3M | -6.6% | +13.4% | -20.0% | -8.6% |
| 6M | +2.0% | +9.4% | -7.3% | -0.7% |
| YTD | +184.5% | +11.7% | +172.8% | +173.6% |
| 1Y | +236.9% | +7.1% | +229.7% | +227.2% |
| 3Y | +987.0% | +15.1% | +971.9% | +870.2% |
| 5Y | +1,014.6% | -17.9% | +1,032.5% | +1,023.6% |
| 10Y | +4,609.2% | +133.5% | +4,475.7% | +3,496.5% |
| All | +4,609.2% | +134.0% | +4,475.2% | +3,496.5% |
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