-55.4%
APP vs MUU
+478.9%
-534.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -14.0% | +24.7% | +11.6% |
| 7D | +4.5% | -35.9% | +40.4% | +7.6% |
| 30D | -3.6% | -47.1% | +43.5% | +0.2% |
| 3M | -35.3% | -29.8% | -5.4% | -34.3% |
| 6M | -42.8% | +16.0% | -58.8% | -49.4% |
| YTD | -59.7% | +286.1% | -345.8% | -70.4% |
| 1Y | -55.4% | +504.3% | -559.7% | -71.4% |
| All | -55.4% | +478.9% | -534.3% | -71.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling