+43.8%
AAPL vs MUU
+2,520.2%
-2,476.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -9.3% | +12.9% | +3.9% |
| 7D | -0.5% | +3.6% | -4.1% | -0.7% |
| 30D | +7.1% | +22.3% | -15.2% | +6.0% |
| 3M | +12.1% | -8.2% | +20.3% | +9.4% |
| 6M | +25.4% | +256.3% | -230.9% | +7.9% |
| YTD | +20.5% | +534.4% | -514.0% | -3.1% |
| 1Y | +44.5% | +2,163.5% | -2,119.0% | -1.2% |
| All | +43.8% | +2,520.2% | -2,476.5% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling