+1,424.9%
MUU vs AMRZ
-19.2%
+1,444.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.4% | -5.3% |
| 7D | +24.7% | -2.1% | +26.8% | +26.5% |
| 30D | -35.1% | +13.0% | -48.1% | -41.3% |
| 3M | -44.3% | -12.1% | -32.2% | -38.8% |
| 6M | -44.4% | -19.1% | -25.3% | -34.8% |
| YTD | +244.9% | -23.3% | +268.2% | +321.7% |
| 1Y | +365.6% | -16.6% | +382.2% | +436.4% |
| All | +1,424.9% | -19.2% | +1,444.1% | +1,632.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling