+504.3%
MUU vs AMRZ
-11.5%
+515.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.2% | -19.2% | -17.0% |
| 7D | -35.9% | +10.3% | -46.1% | -40.8% |
| 30D | -47.1% | +18.7% | -65.8% | -54.1% |
| 3M | -29.8% | -14.6% | -15.2% | -20.9% |
| 6M | +16.0% | -12.9% | +28.9% | +29.0% |
| YTD | +286.1% | -17.4% | +303.4% | +352.6% |
| 1Y | +504.3% | -12.3% | +516.6% | +586.1% |
| All | +504.3% | -11.5% | +515.8% | +586.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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