+2,538.2%
MUU vs AMT
-14.8%
+2,553.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.1% |
| 7D | +13.9% | -0.2% | +14.1% | +13.9% |
| 30D | +24.8% | +1.8% | +22.9% | +27.7% |
| 3M | -15.7% | -6.2% | -9.6% | -13.6% |
| 6M | +338.9% | -5.0% | +343.9% | +363.5% |
| YTD | +563.2% | +2.1% | +561.1% | +646.3% |
| 1Y | +2,577.5% | -5.7% | +2,583.2% | +2,810.8% |
| All | +2,538.2% | -14.8% | +2,553.0% | +2,515.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 5y: compounded portfolio wealth divided by compounded AMT 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…
5y analysis · Full analysis span regression · 6 months rolling