+2,981.5%
MUU vs ACI
-32.3%
+3,013.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.2% |
| 7D | +17.4% | +0.2% | +17.2% | +17.8% |
| 30D | +24.0% | +5.9% | +18.1% | +33.4% |
| 3M | -23.9% | -19.8% | -4.1% | -33.2% |
| 6M | +284.4% | -24.7% | +309.2% | +231.6% |
| YTD | +583.7% | -24.4% | +608.1% | +501.6% |
| 1Y | +2,981.5% | -31.5% | +3,013.0% | +3,058.5% |
| All | +2,981.5% | -32.3% | +3,013.8% | +3,058.5% |
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