+9.0%
MSFT vs MUU
+478.9%
-469.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -14.0% | +20.7% | +6.8% |
| 7D | +4.7% | -35.9% | +40.5% | +5.2% |
| 30D | +5.8% | -47.1% | +53.0% | +6.4% |
| 3M | +13.0% | -29.8% | +42.8% | +13.2% |
| 6M | +34.9% | +16.0% | +18.9% | +29.6% |
| YTD | +15.7% | +286.1% | -270.4% | +5.5% |
| 1Y | +9.0% | +504.3% | -495.4% | -4.4% |
| All | +9.0% | +478.9% | -469.9% | -4.4% |
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