+1,138.0%
MUU vs AMBA
+6.5%
+1,131.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +5.3% | +7.2% | +7.1% |
| 7D | -27.2% | 0.0% | -27.1% | -24.0% |
| 30D | -54.0% | -8.6% | -45.5% | -46.8% |
| 3M | -41.4% | -29.0% | -12.5% | -14.7% |
| 6M | -42.5% | -19.2% | -23.2% | -32.2% |
| YTD | +211.2% | -13.0% | +224.2% | +237.3% |
| 1Y | +313.4% | -31.3% | +344.6% | +460.8% |
| All | +1,138.0% | +6.5% | +1,131.6% | +868.2% |
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