+2,981.5%
MUU vs AZO
-28.9%
+3,010.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.5% | +11.1% | +12.2% |
| 7D | +17.4% | +0.7% | +16.7% | +18.3% |
| 30D | +24.0% | -2.7% | +26.7% | +20.8% |
| 3M | -23.9% | -3.2% | -20.7% | -21.2% |
| 6M | +284.4% | -19.7% | +304.2% | +277.6% |
| YTD | +583.7% | -12.0% | +595.8% | +639.3% |
| 1Y | +2,981.5% | -29.5% | +3,011.0% | +2,939.5% |
| All | +2,981.5% | -28.9% | +3,010.4% | +2,939.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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