+1,000.7%
MUU vs ABCL
+377.1%
+623.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +6.7% | +2.5% | +5.5% |
| 7D | -42.8% | -3.2% | -39.6% | -40.4% |
| 30D | -63.6% | -7.4% | -56.2% | -60.7% |
| 3M | -48.5% | +81.9% | -130.5% | -63.5% |
| 6M | -36.9% | +135.7% | -172.6% | -61.5% |
| YTD | +176.7% | +247.4% | -70.7% | +35.7% |
| 1Y | +266.3% | +162.3% | +104.0% | +106.9% |
| All | +1,000.7% | +377.1% | +623.5% | +359.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 ABCL 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