+115.4%
APP vs MUU
+2,639.0%
-2,523.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.3% | -2.3% |
| 7D | +0.1% | +13.9% | -13.8% | -1.7% |
| 30D | -10.0% | +24.8% | -34.8% | -13.2% |
| 3M | -44.6% | -15.7% | -28.9% | -47.3% |
| 6M | -37.9% | +338.9% | -376.7% | -60.6% |
| YTD | -53.7% | +563.2% | -616.8% | -74.2% |
| 1Y | -43.0% | +2,577.5% | -2,620.5% | -79.1% |
| All | +115.4% | +2,639.0% | -2,523.6% | -35.2% |
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 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