+1,272.2%
MUU vs ACI
-23.0%
+1,295.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.5% | -6.0% |
| 7D | +24.7% | +2.3% | +22.4% | +27.6% |
| 30D | -35.1% | +1.2% | -36.4% | -33.6% |
| 3M | -44.3% | +6.8% | -51.1% | -38.8% |
| 6M | -44.4% | -18.7% | -25.7% | -46.5% |
| YTD | +244.9% | -20.2% | +265.1% | +238.4% |
| 1Y | +365.6% | -23.7% | +389.3% | +348.8% |
| All | +1,272.2% | -23.0% | +1,295.2% | +1,306.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling