+4,271.9%
MU vs AMT
+116.9%
+4,155.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.1% | +6.2% |
| 7D | -12.0% | +0.4% | -12.4% | -12.2% |
| 30D | -28.7% | +3.7% | -32.4% | -29.2% |
| 3M | -16.4% | +10.7% | -27.2% | -17.9% |
| 6M | -1.8% | +9.3% | -11.1% | -4.4% |
| YTD | +157.1% | +10.9% | +146.1% | +147.4% |
| 1Y | +208.5% | +10.5% | +198.0% | +196.9% |
| 3Y | +906.2% | +15.5% | +890.6% | +795.0% |
| 5Y | +893.4% | -20.6% | +914.0% | +913.9% |
| 10Y | +4,271.9% | +124.5% | +4,147.3% | +3,291.8% |
| All | +4,271.9% | +116.9% | +4,155.0% | +3,291.8% |
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