+1,000.7%
MUU vs AMIX
-99.4%
+1,100.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.2% |
| 7D | -42.8% | -16.0% | -26.8% | -42.5% |
| 30D | -63.6% | -55.4% | -8.2% | -62.9% |
| 3M | -48.5% | -87.5% | +39.0% | -46.1% |
| 6M | -36.9% | -81.2% | +44.3% | -37.1% |
| YTD | +176.7% | -86.8% | +263.5% | +177.3% |
| 1Y | +266.3% | -91.6% | +357.8% | +271.1% |
| All | +1,000.7% | -99.4% | +1,100.0% | +1,014.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling