+1,138.0%
MUU vs AMC
-15.6%
+1,153.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +8.3% | +4.2% | +9.8% |
| 7D | -27.2% | +6.6% | -33.7% | -27.4% |
| 30D | -54.0% | +14.1% | -68.1% | -55.1% |
| 3M | -41.4% | +31.3% | -72.7% | -45.8% |
| 6M | -42.5% | +126.7% | -169.1% | -59.6% |
| YTD | +211.2% | +117.9% | +93.2% | +117.0% |
| 1Y | +313.4% | +41.1% | +272.3% | +245.1% |
| All | +1,138.0% | -15.6% | +1,153.7% | +921.6% |
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