+39.2%
AAPL vs MUU
+2,639.0%
-2,599.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -1.1% |
| 7D | -2.7% | +13.9% | -16.7% | -3.3% |
| 30D | +1.0% | +24.8% | -23.8% | -0.1% |
| 3M | +5.0% | -15.7% | +20.7% | +3.1% |
| 6M | +23.0% | +338.9% | -315.8% | +4.4% |
| YTD | +16.6% | +563.2% | -546.5% | -6.3% |
| 1Y | +33.4% | +2,577.5% | -2,544.1% | -10.2% |
| All | +39.2% | +2,639.0% | -2,599.8% | -18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling