+504.3%
MUU vs AMDL
+108.7%
+395.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.7% | -15.7% | -15.2% |
| 7D | -35.9% | -30.7% | -5.1% | -17.4% |
| 30D | -47.1% | -43.8% | -3.4% | -21.2% |
| 3M | -29.8% | -24.5% | -5.3% | -20.3% |
| 6M | +16.0% | +44.7% | -28.7% | +3.4% |
| YTD | +286.1% | +204.0% | +82.1% | +93.2% |
| 1Y | +504.3% | +109.1% | +395.3% | +299.7% |
| All | +504.3% | +108.7% | +395.7% | +299.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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