+855.4%
MU vs AMT
+10.5%
+844.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.7% | +7.8% | +3.7% |
| 7D | -22.0% | +0.5% | -22.5% | -21.6% |
| 30D | -36.6% | +13.6% | -50.2% | -31.7% |
| 3M | -21.7% | +11.5% | -33.2% | -16.5% |
| 6M | +3.5% | +6.9% | -3.4% | +11.0% |
| YTD | +141.9% | +10.8% | +131.1% | +164.3% |
| 1Y | +189.8% | +10.3% | +179.5% | +216.6% |
| 3Y | +855.4% | +12.4% | +843.0% | +882.6% |
| All | +855.4% | +10.5% | +844.9% | +882.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling