+35.2%
AMZN vs MUU
+2,789.9%
-2,754.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.5% | -7.3% | -2.2% |
| 7D | -1.0% | +15.0% | -16.0% | -2.1% |
| 30D | -9.2% | +36.8% | -46.0% | -11.6% |
| 3M | +3.4% | -8.5% | +11.9% | -0.4% |
| 6M | +18.2% | +320.7% | -302.5% | -8.7% |
| YTD | +9.3% | +599.7% | -590.3% | -22.8% |
| 1Y | +5.9% | +2,569.2% | -2,563.2% | -40.1% |
| All | +35.2% | +2,789.9% | -2,754.6% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling