+2,993.2%
MUU vs AMRZ
-19.2%
+3,012.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.8% | +7.3% |
| 7D | +15.0% | -4.7% | +19.7% | +19.1% |
| 30D | +36.8% | -11.3% | +48.1% | +49.3% |
| 3M | -8.5% | -22.1% | +13.6% | +11.0% |
| 6M | +320.7% | -29.6% | +350.3% | +447.4% |
| YTD | +599.7% | -23.3% | +623.0% | +759.0% |
| 1Y | +2,569.2% | -23.7% | +2,592.9% | +3,011.3% |
| All | +2,993.2% | -19.2% | +3,012.5% | +3,428.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling