+2,683.6%
MUU vs AMP
+14.6%
+2,668.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +6.4% |
| 7D | +15.0% | 0.0% | +15.0% | +14.8% |
| 30D | +36.8% | -1.0% | +37.8% | +37.4% |
| 3M | -8.5% | +23.2% | -31.7% | -32.8% |
| 6M | +320.7% | +20.4% | +300.3% | +216.3% |
| YTD | +599.7% | +13.6% | +586.0% | +445.6% |
| 1Y | +2,569.2% | +13.4% | +2,555.8% | +1,983.1% |
| All | +2,683.6% | +14.6% | +2,668.9% | +1,986.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling