+2,683.6%
MUU vs A
+2.5%
+2,681.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +7.2% |
| 7D | +15.0% | -4.4% | +19.4% | +21.2% |
| 30D | +36.8% | -2.7% | +39.5% | +41.2% |
| 3M | -8.5% | +7.0% | -15.6% | -16.0% |
| 6M | +320.7% | +24.6% | +296.1% | +200.5% |
| YTD | +599.7% | +7.0% | +592.7% | +536.4% |
| 1Y | +2,569.2% | +15.6% | +2,553.6% | +2,024.9% |
| All | +2,683.6% | +2.5% | +2,681.1% | +2,049.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling