+27.3%
MSFT vs MUU
+1,454.8%
-1,427.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +24.2% | -26.4% | -3.2% |
| 7D | -6.2% | -2.5% | -3.7% | -6.5% |
| 30D | -3.7% | -39.7% | +36.0% | -2.4% |
| 3M | +3.6% | -27.4% | +31.0% | +3.8% |
| 6M | +26.8% | -38.4% | +65.2% | +22.8% |
| YTD | +8.4% | +276.4% | -268.0% | -9.5% |
| 1Y | +3.3% | +390.7% | -387.4% | -16.4% |
| All | +27.3% | +1,454.8% | -1,427.5% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling