+2,620.0%
MUU vs AMIX
-98.1%
+2,718.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +11.6% |
| 7D | +17.4% | -13.7% | +31.1% | +17.7% |
| 30D | +24.0% | -62.1% | +86.0% | +26.3% |
| 3M | -23.9% | -46.2% | +22.3% | -25.8% |
| 6M | +284.4% | -46.4% | +330.9% | +273.4% |
| YTD | +583.7% | -60.3% | +644.0% | +566.6% |
| 1Y | +2,981.5% | -79.7% | +3,061.1% | +2,953.8% |
| All | +2,620.0% | -98.1% | +2,718.2% | +2,578.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling