+182.4%
APP vs MUU
+1,324.6%
-1,142.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -5.2% | +9.2% | +4.5% |
| 7D | +4.6% | +24.7% | -20.1% | +1.9% |
| 30D | +56.0% | -35.1% | +91.2% | +60.3% |
| 3M | +30.8% | -44.3% | +75.1% | +35.5% |
| 6M | -9.8% | -44.4% | +34.6% | -16.0% |
| YTD | -39.3% | +244.9% | -284.2% | -64.5% |
| 1Y | -26.4% | +365.6% | -392.1% | -61.0% |
| All | +182.4% | +1,324.6% | -1,142.2% | -10.8% |
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