+1,843.7%
MUU vs AZO
-32.5%
+1,876.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.3% |
| 7D | -8.2% | -3.6% | -4.7% | -12.5% |
| 30D | +10.2% | -5.6% | +15.7% | +3.2% |
| 3M | -26.5% | -6.6% | -19.9% | -27.7% |
| 6M | +227.2% | -22.5% | +249.7% | +203.6% |
| YTD | +527.4% | -15.2% | +542.6% | +549.2% |
| 1Y | +1,843.7% | -33.9% | +1,877.6% | +1,492.3% |
| All | +1,843.7% | -32.5% | +1,876.2% | +1,492.3% |
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