+2,396.1%
MUU vs ABT
-8.5%
+2,404.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -1.9% |
| 7D | -8.2% | -5.9% | -2.3% | -11.6% |
| 30D | +10.2% | -8.1% | +18.2% | +4.9% |
| 3M | -26.5% | +14.5% | -41.0% | -20.9% |
| 6M | +227.2% | -6.3% | +233.5% | +276.3% |
| YTD | +527.4% | -17.1% | +544.5% | +637.3% |
| 1Y | +1,843.7% | -21.4% | +1,865.0% | +2,232.7% |
| All | +2,396.1% | -8.5% | +2,404.6% | +3,161.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling