+46.3%
AAPL vs MUU
+2,491.4%
-2,445.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.8% |
| 7D | +3.8% | -8.2% | +12.1% | +4.1% |
| 30D | +9.9% | +10.2% | -0.2% | +9.2% |
| 3M | +12.5% | -26.5% | +39.0% | +11.4% |
| 6M | +27.6% | +227.2% | -199.6% | +10.5% |
| YTD | +22.6% | +527.4% | -504.9% | -1.4% |
| 1Y | +45.0% | +1,843.7% | -1,798.7% | +0.9% |
| All | +46.3% | +2,491.4% | -2,445.1% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 10y: compounded portfolio wealth divided by compounded MUU 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…
10y analysis · Full analysis span regression · 6 months rolling