+1,348.1%
MUU vs AMC
-17.1%
+1,365.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.6% |
| 7D | +43.7% | +8.4% | +35.2% | +40.2% |
| 30D | -37.2% | +9.2% | -46.4% | -37.9% |
| 3M | -36.1% | +32.0% | -68.1% | -41.1% |
| 6M | -35.7% | +149.3% | -185.0% | -56.6% |
| YTD | +264.0% | +114.1% | +149.9% | +155.1% |
| 1Y | +359.1% | +35.8% | +323.3% | +287.8% |
| All | +1,348.1% | -17.1% | +1,365.2% | +1,100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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