+73.9%
MUB vs AZO
+2,535.4%
-2,461.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | -1.5% | -5.6% | +4.1% | -1.4% |
| 3M | -1.9% | -4.0% | +2.0% | -1.9% |
| 6M | -1.7% | -18.9% | +17.2% | -1.2% |
| YTD | -0.8% | -13.0% | +12.2% | -0.5% |
| 1Y | +1.5% | -30.4% | +31.9% | +2.4% |
| 3Y | +8.8% | +12.7% | -3.9% | +8.1% |
| 5Y | +2.0% | +89.6% | -87.7% | -0.3% |
| 10Y | +18.0% | +304.7% | -286.7% | +12.8% |
| All | +73.9% | +2,535.4% | -2,461.5% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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