+360.5%
BE vs MUU
+3,255.9%
-2,895.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +11.6% | -4.2% | +3.2% |
| 7D | +20.0% | +17.4% | +2.6% | +13.0% |
| 30D | +7.9% | +24.0% | -16.0% | -1.1% |
| 3M | -13.2% | -23.9% | +10.7% | -14.7% |
| 6M | +53.5% | +284.4% | -231.0% | -30.7% |
| YTD | +191.0% | +583.7% | -392.7% | -4.6% |
| 1Y | +360.5% | +2,981.5% | -2,621.0% | -23.6% |
| All | +360.5% | +3,255.9% | -2,895.4% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling