+2,538.2%
MUU vs ACI
-29.4%
+2,567.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.3% | +0.3% | -6.0% |
| 7D | +13.9% | -2.6% | +16.5% | +11.1% |
| 30D | +24.8% | +1.1% | +23.7% | +26.7% |
| 3M | -15.7% | -23.6% | +7.9% | -27.7% |
| 6M | +338.9% | -29.9% | +368.8% | +273.3% |
| YTD | +563.2% | -26.9% | +590.0% | +484.2% |
| 1Y | +2,577.5% | -34.2% | +2,611.7% | +2,180.6% |
| All | +2,538.2% | -29.4% | +2,567.7% | +2,329.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling