+85.4%
BE vs MUU
+341.8%
-256.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.2% | +0.3% | -3.1% |
| 7D | +10.8% | +24.7% | -13.9% | +2.5% |
| 30D | -19.8% | -35.1% | +15.4% | -9.0% |
| 3M | -18.7% | -44.3% | +25.5% | -5.0% |
| 6M | -33.7% | -44.4% | +10.7% | -31.9% |
| YTD | +121.0% | +244.9% | -124.0% | +5.7% |
| 1Y | +85.4% | +365.6% | -280.2% | -22.2% |
| All | +85.4% | +341.8% | -256.4% | -22.2% |
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 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