-0.8%
MSFT vs MUU
+2,155.9%
-2,156.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.3% | +9.5% | +0.3% |
| 7D | -3.5% | +3.6% | -7.0% | -3.5% |
| 30D | -2.1% | +22.3% | -24.4% | -2.4% |
| 3M | +24.2% | -8.2% | +32.4% | +21.4% |
| 6M | +21.9% | +256.3% | -234.5% | +13.6% |
| YTD | +2.5% | +534.4% | -531.9% | -7.1% |
| 1Y | -0.8% | +2,163.5% | -2,164.3% | -13.5% |
| All | -0.8% | +2,155.9% | -2,156.7% | -13.5% |
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