+877.5%
MU vs MUU
+2,789.9%
-1,912.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.8% | 0.0% |
| 7D | +7.5% | +15.0% | -7.5% | 0.0% |
| 30D | +19.4% | +36.8% | -17.4% | +0.9% |
| 3M | +9.8% | -8.5% | +18.3% | +3.0% |
| 6M | +164.1% | +320.7% | -156.6% | +4.2% |
| YTD | +260.3% | +599.7% | -339.4% | +5.4% |
| 1Y | +661.2% | +2,569.2% | -1,908.0% | +6.8% |
| All | +877.5% | +2,789.9% | -1,912.4% | +12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling