+16.5%
APP vs MUU
-43.4%
+59.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +9.2% | +0.7% | +11.6% |
| 7D | +71.2% | -42.8% | +114.0% | +65.8% |
| 30D | +39.1% | -63.6% | +102.7% | +36.8% |
| 3M | +16.5% | -48.5% | +65.1% | +13.7% |
| All | +16.5% | -43.4% | +59.9% | +13.7% |
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