+2,538.2%
MUU vs AMC
-36.5%
+2,574.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | -2.0% |
| 7D | +13.9% | -0.8% | +14.7% | +14.3% |
| 30D | +24.8% | -1.2% | +26.0% | +24.9% |
| 3M | -15.7% | +42.2% | -58.0% | -30.5% |
| 6M | +338.9% | +118.8% | +220.1% | +196.2% |
| YTD | +563.2% | +64.1% | +499.0% | +400.5% |
| 1Y | +2,577.5% | -9.5% | +2,587.0% | +2,443.9% |
| All | +2,538.2% | -36.5% | +2,574.7% | +2,255.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling