+504.3%
MUU vs ACI
-18.4%
+522.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.5% | -17.5% | -9.2% |
| 7D | -35.9% | +4.5% | -40.3% | -30.8% |
| 30D | -47.1% | +20.9% | -68.0% | -29.9% |
| 3M | -29.8% | +15.2% | -45.1% | -11.2% |
| 6M | +16.0% | -13.3% | +29.3% | +15.0% |
| YTD | +286.1% | -16.2% | +302.3% | +294.7% |
| 1Y | +504.3% | -16.9% | +521.2% | +506.3% |
| All | +504.3% | -18.4% | +522.8% | +506.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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