+6,182.5%
MU vs AMT
+1,311.4%
+4,871.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.4% |
| 7D | +9.0% | -0.2% | +9.2% | +9.0% |
| 30D | +13.8% | +4.6% | +9.2% | +12.2% |
| 3M | +2.1% | -8.4% | +10.5% | +3.3% |
| 6M | +153.8% | -6.0% | +159.8% | +153.0% |
| YTD | +256.4% | +2.1% | +254.3% | +244.3% |
| 1Y | +719.8% | -6.4% | +726.1% | +710.4% |
| 3Y | +1,360.4% | +8.1% | +1,352.3% | +1,220.8% |
| 5Y | +1,312.4% | -31.9% | +1,344.3% | +1,365.1% |
| 10Y | +6,142.6% | +97.1% | +6,045.5% | +4,414.4% |
| All | +6,182.5% | +1,311.4% | +4,871.2% | +2,422.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling