+504.3%
MUU vs AME
+21.1%
+483.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.6% | -9.4% | -0.2% |
| 7D | -35.9% | -4.4% | -31.4% | -26.3% |
| 30D | -47.1% | -5.9% | -41.2% | -36.1% |
| 3M | -29.8% | -6.5% | -23.3% | -13.8% |
| 6M | +16.0% | +3.2% | +12.8% | +20.2% |
| YTD | +286.1% | +16.0% | +270.1% | +160.0% |
| 1Y | +504.3% | +20.4% | +483.9% | +269.9% |
| All | +504.3% | +21.1% | +483.2% | +269.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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