-45.5%
MUZ vs AMRZ
-17.5%
-28.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +2.3% | -15.0% | -11.8% |
| 7D | +14.0% | -1.1% | +15.1% | +12.9% |
| 30D | +57.6% | +18.3% | +39.3% | +73.4% |
| 3M | -3.1% | -8.0% | +4.9% | -13.2% |
| All | -45.5% | -17.5% | -28.0% | -56.4% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling