+2,396.1%
MUU vs A
+4.1%
+2,392.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.8% | -4.2% |
| 7D | -8.2% | -2.6% | -5.6% | -5.4% |
| 30D | +10.2% | -0.9% | +11.0% | +11.4% |
| 3M | -26.5% | +13.6% | -40.1% | -37.1% |
| 6M | +227.2% | +27.8% | +199.4% | +126.1% |
| YTD | +527.4% | +8.6% | +518.8% | +460.8% |
| 1Y | +1,843.7% | +16.9% | +1,826.8% | +1,429.0% |
| All | +2,396.1% | +4.1% | +2,392.0% | +1,794.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling