+2,396.1%
MUU vs AMCR
-14.2%
+2,410.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.2% |
| 7D | -8.2% | -6.3% | -2.0% | -4.7% |
| 30D | +10.2% | -7.8% | +18.0% | +15.3% |
| 3M | -26.5% | +7.5% | -34.0% | -32.6% |
| 6M | +227.2% | +2.7% | +224.5% | +209.0% |
| YTD | +527.4% | +6.0% | +521.4% | +453.0% |
| 1Y | +1,843.7% | +7.8% | +1,835.9% | +1,575.5% |
| All | +2,396.1% | -14.2% | +2,410.3% | +2,127.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling