+1,397.6%
MUU vs ACI
-23.4%
+1,421.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -1.4% | +25.5% | +22.9% |
| 7D | -2.5% | -5.3% | +2.8% | -8.7% |
| 30D | -39.7% | +5.0% | -44.8% | -35.9% |
| 3M | -27.4% | +7.5% | -34.9% | -19.9% |
| 6M | -38.4% | -16.0% | -22.4% | -39.6% |
| YTD | +276.4% | -20.6% | +297.1% | +267.4% |
| 1Y | +390.7% | -23.5% | +414.3% | +372.3% |
| All | +1,397.6% | -23.4% | +1,421.1% | +1,427.6% |
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