+2,534.8%
BE vs MUU
+2,789.9%
-255.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.5% | -8.4% | -4.6% |
| 7D | +23.9% | +15.0% | +8.9% | +18.2% |
| 30D | +27.8% | +36.8% | -9.0% | +14.4% |
| 3M | +3.7% | -8.5% | +12.2% | -1.3% |
| 6M | +78.0% | +320.7% | -242.8% | -7.9% |
| YTD | +209.9% | +599.7% | -389.8% | +33.0% |
| 1Y | +389.6% | +2,569.2% | -2,179.6% | +41.1% |
| All | +2,534.8% | +2,789.9% | -255.0% | +561.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling