+170.1%
APP vs MUU
+1,042.7%
-872.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +9.2% | +0.7% | +8.9% |
| 7D | +71.2% | -42.8% | +114.0% | +78.8% |
| 30D | +39.1% | -63.6% | +102.7% | +53.5% |
| 3M | +16.5% | -48.5% | +65.1% | +21.3% |
| 6M | -16.6% | -36.9% | +20.4% | -26.4% |
| YTD | -41.9% | +176.7% | -218.6% | -65.2% |
| 1Y | -37.0% | +266.3% | -303.3% | -65.6% |
| All | +170.1% | +1,042.7% | -872.6% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling