+2,423.9%
MUU vs AA
+28.2%
+2,395.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.8% | -4.5% | -3.8% |
| 7D | +3.6% | -5.4% | +8.9% | +9.8% |
| 30D | +22.3% | -10.7% | +33.0% | +37.1% |
| 3M | -8.2% | -26.2% | +18.0% | +28.9% |
| 6M | +256.3% | -20.9% | +277.3% | +366.9% |
| YTD | +534.4% | -8.6% | +543.0% | +591.1% |
| 1Y | +2,163.5% | +57.4% | +2,106.1% | +1,164.2% |
| All | +2,423.9% | +28.2% | +2,395.7% | +1,584.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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