+1,106.1%
MUU vs AMIX
-99.2%
+1,205.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.8% | -11.4% | -2.8% |
| 7D | -32.5% | +11.4% | -43.9% | -32.6% |
| 30D | -55.2% | -40.5% | -14.7% | -54.6% |
| 3M | -40.7% | -80.1% | +39.4% | -38.6% |
| 6M | -43.9% | -74.8% | +30.9% | -44.5% |
| YTD | +203.2% | -84.0% | +287.1% | +202.3% |
| 1Y | +257.0% | -89.7% | +346.7% | +259.9% |
| All | +1,106.1% | -99.2% | +1,205.3% | +1,114.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling