+504.3%
MUU vs A
+24.4%
+479.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.0% | -15.0% | -14.6% |
| 7D | -35.9% | -2.4% | -33.5% | -34.7% |
| 30D | -47.1% | +3.6% | -50.7% | -47.8% |
| 3M | -29.8% | +27.5% | -57.3% | -38.0% |
| 6M | +16.0% | +58.5% | -42.5% | -10.7% |
| YTD | +286.1% | +31.2% | +254.9% | +270.4% |
| 1Y | +504.3% | +22.2% | +482.1% | +508.6% |
| All | +504.3% | +24.4% | +479.9% | +508.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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