+1,843.7%
MUU vs AMCR
+9.4%
+1,834.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.7% |
| 7D | -8.2% | -6.3% | -2.0% | -6.7% |
| 30D | +10.2% | -7.8% | +18.0% | +12.6% |
| 3M | -26.5% | +7.5% | -34.0% | -30.6% |
| 6M | +227.2% | +2.7% | +224.5% | +199.7% |
| YTD | +527.4% | +6.0% | +521.4% | +476.0% |
| 1Y | +1,843.7% | +7.8% | +1,835.9% | +1,794.1% |
| All | +1,843.7% | +9.4% | +1,834.3% | +1,794.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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