+1,000.7%
MUU vs AMDL
+132.6%
+868.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +22.3% | -13.1% | -5.8% |
| 7D | -42.8% | -26.2% | -16.6% | -29.6% |
| 30D | -63.6% | -57.1% | -6.5% | -36.7% |
| 3M | -48.5% | -29.8% | -18.7% | -37.2% |
| 6M | -36.9% | -22.2% | -14.7% | -17.8% |
| YTD | +176.7% | +142.1% | +34.5% | +64.2% |
| 1Y | +266.3% | +85.8% | +180.4% | +156.4% |
| All | +1,000.7% | +132.6% | +868.1% | +356.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling