+1,272.2%
MUU vs AMBA
+3.9%
+1,268.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.7% | -3.7% |
| 7D | +24.7% | +2.7% | +22.0% | +22.6% |
| 30D | -35.1% | -2.2% | -33.0% | -29.4% |
| 3M | -44.3% | -26.6% | -17.6% | -20.5% |
| 6M | -44.4% | -26.8% | -17.7% | -27.3% |
| YTD | +244.9% | -15.1% | +260.1% | +286.1% |
| 1Y | +365.6% | -32.3% | +397.9% | +542.0% |
| All | +1,272.2% | +3.9% | +1,268.4% | +1,008.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling