+2,683.6%
MUU vs ACI
-31.1%
+2,714.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +3.3% |
| 7D | +15.0% | -5.0% | +20.1% | +9.7% |
| 30D | +36.8% | -2.3% | +39.1% | +34.7% |
| 3M | -8.5% | -23.2% | +14.7% | -21.0% |
| 6M | +320.7% | -29.5% | +350.2% | +255.8% |
| YTD | +599.7% | -28.6% | +628.3% | +503.4% |
| 1Y | +2,569.2% | -34.0% | +2,603.2% | +2,149.8% |
| All | +2,683.6% | -31.1% | +2,714.7% | +2,408.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling