+391.4%
MUU vs AMC
+36.9%
+354.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.7% |
| 7D | +43.7% | +8.4% | +35.2% | +40.7% |
| 30D | -37.2% | +9.2% | -46.4% | -37.5% |
| 3M | -36.1% | +32.0% | -68.1% | -39.8% |
| 6M | -35.7% | +149.3% | -185.0% | -54.5% |
| YTD | +264.0% | +114.1% | +149.9% | +181.0% |
| All | +391.4% | +36.9% | +354.5% | +375.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling