+640.8%
MU vs MUU
+2,555.2%
-1,914.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.1% |
| 7D | +7.2% | +13.9% | -6.8% | +0.2% |
| 30D | +14.0% | +24.8% | -10.8% | +0.9% |
| 3M | +5.4% | -15.7% | +21.1% | +3.0% |
| 6M | +170.3% | +338.9% | -168.6% | +4.3% |
| YTD | +250.7% | +563.2% | -312.5% | +5.4% |
| All | +640.8% | +2,555.2% | -1,914.4% | +7.6% |
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