+4.3%
META vs MUU
+946.5%
-942.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -34.4% | +30.4% | -1.7% |
| 7D | -3.1% | -53.2% | +50.1% | +1.3% |
| 30D | -18.1% | -64.1% | +46.0% | -13.2% |
| 3M | +2.9% | -54.1% | +56.9% | +6.8% |
| 6M | +0.2% | -37.7% | +37.8% | -6.5% |
| YTD | -8.1% | +153.4% | -161.5% | -30.2% |
| 1Y | -4.5% | +237.5% | -242.0% | -31.4% |
| All | +4.3% | +946.5% | -942.2% | -46.9% |
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