+2,981.5%
MUU vs AMRZ
-14.5%
+2,995.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +12.0% |
| 7D | +17.4% | -1.9% | +19.3% | +19.2% |
| 30D | +24.0% | -16.9% | +40.9% | +45.4% |
| 3M | -23.9% | -19.2% | -4.7% | -8.3% |
| 6M | +284.4% | -29.3% | +313.7% | +425.2% |
| YTD | +583.7% | -18.0% | +601.7% | +700.3% |
| 1Y | +2,981.5% | -15.1% | +2,996.6% | +3,410.8% |
| All | +2,981.5% | -14.5% | +2,995.9% | +3,410.8% |
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