+1,843.7%
MUU vs AMP
+14.8%
+1,828.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.1% |
| 7D | -8.2% | -0.5% | -7.7% | -8.2% |
| 30D | +10.2% | -1.3% | +11.5% | +10.2% |
| 3M | -26.5% | +24.2% | -50.7% | -29.9% |
| 6M | +227.2% | +24.6% | +202.7% | +213.5% |
| YTD | +527.4% | +14.8% | +512.6% | +507.8% |
| 1Y | +1,843.7% | +12.8% | +1,830.9% | +1,684.9% |
| All | +1,843.7% | +14.8% | +1,828.9% | +1,684.9% |
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