+6.2%
META vs MUU
+2,723.9%
-2,717.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.6% | -10.6% | +0.2% |
| 7D | +6.7% | +17.4% | -10.7% | +5.5% |
| 30D | +4.8% | +24.0% | -19.2% | +3.0% |
| 3M | -1.6% | -23.9% | +22.3% | -3.5% |
| 6M | -7.5% | +284.4% | -291.9% | -27.2% |
| YTD | -6.4% | +583.7% | -590.1% | -32.7% |
| 1Y | -17.3% | +2,981.5% | -2,998.8% | -54.1% |
| All | +6.2% | +2,723.9% | -2,717.6% | -48.7% |
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