+504.3%
MUU vs AMP
+18.6%
+485.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.5% | -18.5% | -12.8% |
| 7D | -35.9% | +7.7% | -43.5% | -34.6% |
| 30D | -47.1% | +6.6% | -53.7% | -46.1% |
| 3M | -29.8% | -4.7% | -25.1% | -28.6% |
| 6M | +16.0% | +12.9% | +3.1% | +15.5% |
| YTD | +286.1% | +8.6% | +277.5% | +268.2% |
| 1Y | +504.3% | +18.2% | +486.1% | +416.3% |
| All | +504.3% | +18.6% | +485.8% | +416.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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