+3,957.1%
MU vs AMT
+1,473.8%
+2,483.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.4% | -17.0% | -17.3% |
| 7D | -29.7% | +4.4% | -34.1% | -30.7% |
| 30D | -37.2% | +17.7% | -54.9% | -40.5% |
| 3M | -26.5% | +16.7% | -43.2% | -30.2% |
| 6M | +2.6% | +11.1% | -8.6% | -3.1% |
| YTD | +130.1% | +13.9% | +116.3% | +114.1% |
| 1Y | +176.7% | +12.5% | +164.2% | +158.0% |
| 3Y | +813.1% | +13.2% | +799.9% | +714.9% |
| 5Y | +822.0% | -17.9% | +839.8% | +798.8% |
| 10Y | +3,936.2% | +122.8% | +3,813.4% | +2,700.4% |
| All | +3,957.1% | +1,473.8% | +2,483.4% | +1,468.8% |
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 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