+589.7%
MU vs MUU
+1,152.1%
-562.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | +0.2% |
| 7D | -15.2% | -32.5% | +17.3% | +0.5% |
| 30D | -29.5% | -55.2% | +25.7% | +1.1% |
| 3M | -15.8% | -40.7% | +25.0% | +2.8% |
| 6M | -2.9% | -43.9% | +41.1% | +5.4% |
| YTD | +154.2% | +203.2% | -48.9% | +7.4% |
| 1Y | +186.6% | +257.0% | -70.4% | +8.0% |
| All | +589.7% | +1,152.1% | -562.4% | +14.8% |
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