-7.5%
META vs MUU
+299.2%
-306.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.6% | -10.6% | +0.9% |
| 7D | +6.7% | +17.4% | -10.7% | +6.6% |
| 30D | +4.8% | +24.0% | -19.2% | +4.6% |
| 3M | -1.6% | -23.9% | +22.3% | -2.1% |
| 6M | -7.5% | +284.4% | -291.9% | -26.3% |
| All | -7.5% | +299.2% | -306.7% | -26.3% |
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 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