+42.9%
AMZN vs MUU
+1,324.6%
-1,281.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.9% | +0.1% |
| 7D | +2.8% | +24.7% | -21.8% | +1.0% |
| 30D | +5.0% | -35.1% | +40.1% | +7.0% |
| 3M | +0.6% | -44.3% | +44.8% | +3.0% |
| 6M | -1.3% | -44.4% | +43.1% | -5.5% |
| YTD | +15.5% | +244.9% | -229.4% | -15.4% |
| 1Y | +12.2% | +365.6% | -353.4% | -22.3% |
| All | +42.9% | +1,324.6% | -1,281.7% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling