+2,704.7%
MUU vs AMRZ
-20.3%
+2,724.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.3% | -8.0% | -8.3% |
| 7D | +3.6% | -8.1% | +11.7% | +10.5% |
| 30D | +22.3% | -14.8% | +37.2% | +38.1% |
| 3M | -8.2% | -19.7% | +11.5% | +8.7% |
| 6M | +256.3% | -30.8% | +287.2% | +370.3% |
| YTD | +534.4% | -24.3% | +558.7% | +687.6% |
| 1Y | +2,163.5% | -24.0% | +2,187.5% | +2,564.8% |
| All | +2,704.7% | -20.3% | +2,724.9% | +3,135.3% |
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