-42.6%
APP vs MUU
-25.5%
-17.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +11.6% | -9.4% | +1.9% |
| 7D | +0.9% | +17.4% | -16.5% | +0.4% |
| 30D | -23.3% | +24.0% | -47.2% | -23.7% |
| 3M | -42.6% | -23.9% | -18.7% | -43.3% |
| All | -42.6% | -25.5% | -17.2% | -43.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling