+186.6%
MU vs AMT
+12.4%
+174.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -0.5% |
| 7D | -15.2% | +1.6% | -16.8% | -13.8% |
| 30D | -29.5% | +4.5% | -34.0% | -26.5% |
| 3M | -15.8% | +13.8% | -29.6% | -5.5% |
| 6M | -2.9% | +10.0% | -12.9% | +9.0% |
| YTD | +154.2% | +11.8% | +142.5% | +193.0% |
| 1Y | +186.6% | +10.2% | +176.4% | +231.3% |
| All | +186.6% | +12.4% | +174.2% | +231.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling