+11.7%
AMZN vs MUU
+1,914.7%
-1,903.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.0% |
| 7D | -0.7% | -8.2% | +7.6% | -0.4% |
| 30D | -3.9% | +10.2% | -14.1% | -4.4% |
| 3M | +6.3% | -26.5% | +32.8% | +5.1% |
| 6M | +20.8% | +227.2% | -206.5% | +2.4% |
| YTD | +11.2% | +527.4% | -516.2% | -12.3% |
| 1Y | +11.7% | +1,843.7% | -1,832.0% | -19.2% |
| All | +11.7% | +1,914.7% | -1,903.1% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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