+2,831.7%
MUU vs AMRZ
-17.3%
+2,849.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.3% | +1.3% | +0.3% |
| 7D | +13.9% | -2.0% | +15.9% | +15.7% |
| 30D | +24.8% | -9.8% | +34.6% | +34.8% |
| 3M | -15.7% | -17.2% | +1.5% | -2.4% |
| 6M | +338.9% | -26.9% | +365.8% | +456.1% |
| YTD | +563.2% | -21.5% | +584.6% | +700.4% |
| 1Y | +2,577.5% | -22.9% | +2,600.4% | +2,974.5% |
| All | +2,831.7% | -17.3% | +2,849.0% | +3,188.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling