+1,843.7%
MUU vs AMRZ
-24.2%
+1,867.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | -8.2% | -7.5% | -0.7% | -1.9% |
| 30D | +10.2% | -12.4% | +22.6% | +23.2% |
| 3M | -26.5% | -22.4% | -4.1% | -9.1% |
| 6M | +227.2% | -29.5% | +256.8% | +340.5% |
| YTD | +527.4% | -24.1% | +551.6% | +684.8% |
| 1Y | +1,843.7% | -26.3% | +1,869.9% | +2,677.7% |
| All | +1,843.7% | -24.2% | +1,867.9% | +2,677.7% |
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