+2,423.9%
MUU vs AZO
-8.7%
+2,432.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -10.2% |
| 7D | +3.6% | -2.9% | +6.5% | +0.9% |
| 30D | +22.3% | -5.3% | +27.6% | +17.6% |
| 3M | -8.2% | -7.3% | -0.9% | -9.3% |
| 6M | +256.3% | -22.7% | +279.0% | +242.3% |
| YTD | +534.4% | -15.0% | +549.4% | +531.7% |
| 1Y | +2,163.5% | -32.2% | +2,195.7% | +2,086.5% |
| All | +2,423.9% | -8.7% | +2,432.6% | +1,916.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling