-0.8%
MSFT vs MUU
+3,255.9%
-3,256.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +11.6% | -13.6% | -2.2% |
| 7D | -2.7% | +17.4% | -20.1% | -2.9% |
| 30D | +2.7% | +24.0% | -21.3% | +2.4% |
| 3M | +17.0% | -23.9% | +40.9% | +14.8% |
| 6M | +23.8% | +284.4% | -260.6% | +15.8% |
| YTD | +4.0% | +583.7% | -579.7% | -5.1% |
| 1Y | -0.8% | +2,981.5% | -2,982.3% | -9.7% |
| All | -0.8% | +3,255.9% | -3,256.7% | -9.7% |
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 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