+1.9%
META vs MUU
+281.2%
-279.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.5% | -7.4% | +4.8% |
| 7D | +5.7% | -27.2% | +32.9% | +6.2% |
| 30D | -10.8% | -54.0% | +43.3% | -9.6% |
| 3M | +8.4% | -41.4% | +49.8% | +9.3% |
| 6M | +5.4% | -42.5% | +47.8% | +2.5% |
| YTD | -2.6% | +211.2% | -213.8% | -15.7% |
| All | +1.9% | +281.2% | -279.3% | -13.2% |
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