+1,875.8%
BE vs MUU
+1,403.4%
+472.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.3% | -0.3% | -2.5% |
| 7D | +20.5% | +43.7% | -23.1% | +6.7% |
| 30D | -23.4% | -37.2% | +13.9% | -12.5% |
| 3M | -14.9% | -36.1% | +21.2% | -5.5% |
| 6M | -28.1% | -35.7% | +7.7% | -29.5% |
| YTD | +132.4% | +264.0% | -131.6% | +19.7% |
| 1Y | +59.4% | +359.1% | -299.7% | -25.1% |
| All | +1,875.8% | +1,403.4% | +472.4% | +495.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling