+2,538.2%
MUU vs A
+4.0%
+2,534.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | +0.1% |
| 7D | +13.9% | -2.1% | +16.0% | +16.8% |
| 30D | +24.8% | +0.6% | +24.2% | +23.8% |
| 3M | -15.7% | +10.9% | -26.6% | -25.9% |
| 6M | +338.9% | +28.2% | +310.7% | +202.3% |
| YTD | +563.2% | +8.6% | +554.6% | +493.7% |
| 1Y | +2,577.5% | +15.5% | +2,562.0% | +2,048.0% |
| All | +2,538.2% | +4.0% | +2,534.2% | +1,905.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling