+173.1%
APP vs MUU
+1,152.1%
-979.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -1.0% | -3.3% |
| 7D | +61.1% | -32.5% | +93.6% | +65.1% |
| 30D | +42.8% | -55.2% | +98.0% | +53.8% |
| 3M | +16.7% | -40.7% | +57.4% | +19.5% |
| 6M | -15.6% | -43.9% | +28.4% | -22.4% |
| YTD | -41.3% | +203.2% | -244.5% | -65.1% |
| 1Y | -39.3% | +257.0% | -296.3% | -66.1% |
| All | +173.1% | +1,152.1% | -979.1% | -12.3% |
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