-28.1%
BE vs MUU
-37.0%
+9.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.3% | -0.3% | -2.4% |
| 7D | +20.5% | +43.7% | -23.1% | +6.0% |
| 30D | -23.4% | -37.2% | +13.9% | -12.6% |
| 3M | -14.9% | -36.1% | +21.2% | -5.6% |
| 6M | -28.1% | -35.7% | +7.7% | -23.0% |
| All | -28.1% | -37.0% | +9.0% | -23.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling