+23.8%
MSFT vs MUU
+299.2%
-275.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +11.6% | -13.6% | -2.1% |
| 7D | -2.7% | +17.4% | -20.1% | -2.8% |
| 30D | +2.7% | +24.0% | -21.3% | +2.5% |
| 3M | +17.0% | -23.9% | +40.9% | +13.9% |
| 6M | +23.8% | +284.4% | -260.6% | +14.4% |
| All | +23.8% | +299.2% | -275.4% | +14.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling