+22.9%
MUB vs AMBA
+7.9%
+15.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.3% | +0.2% |
| 7D | +0.4% | +2.6% | -2.1% | +0.4% |
| 30D | +3.9% | -3.6% | +7.5% | +3.9% |
| 3M | -0.2% | -24.6% | +24.4% | 0.0% |
| 6M | -0.4% | -21.6% | +21.2% | -0.3% |
| YTD | +0.5% | -11.8% | +12.3% | +0.4% |
| 1Y | +0.7% | -33.2% | +33.9% | +0.8% |
| 3Y | +11.1% | +24.5% | -13.4% | +9.9% |
| 5Y | +3.7% | -67.7% | +71.4% | +3.6% |
| 10Y | +22.9% | +4.7% | +18.2% | +19.2% |
| All | +22.9% | +7.9% | +15.1% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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