+310.6%
BE vs MUU
+2,155.9%
-1,845.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.3% | +5.3% | -0.7% |
| 7D | +9.7% | +3.6% | +6.2% | +8.0% |
| 30D | +22.4% | +22.3% | +0.1% | +12.3% |
| 3M | +10.4% | -8.2% | +18.6% | +3.5% |
| 6M | +67.9% | +256.3% | -188.5% | -21.9% |
| YTD | +197.5% | +534.4% | -336.9% | +1.6% |
| 1Y | +310.6% | +2,163.5% | -1,852.9% | -17.3% |
| All | +310.6% | +2,155.9% | -1,845.3% | -17.3% |
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 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