+504.3%
MUU vs ABT
-4.8%
+509.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.6% | -19.6% | -6.2% |
| 7D | -35.9% | +12.5% | -48.4% | -23.1% |
| 30D | -47.1% | +16.1% | -63.2% | -33.7% |
| 3M | -29.8% | +10.2% | -40.1% | -17.0% |
| 6M | +16.0% | +33.7% | -17.7% | +79.8% |
| YTD | +286.1% | -5.5% | +291.6% | +500.5% |
| 1Y | +504.3% | -5.9% | +510.2% | +852.4% |
| All | +504.3% | -4.8% | +509.1% | +852.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 1y: compounded portfolio wealth divided by compounded ABT 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…
1y analysis · Full analysis span regression · 6 months rolling