+2,981.5%
MUU vs ACM
-45.8%
+3,027.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.7% |
| 7D | +17.4% | -3.7% | +21.1% | +19.0% |
| 30D | +24.0% | -11.1% | +35.1% | +30.2% |
| 3M | -23.9% | -8.0% | -15.9% | -21.7% |
| 6M | +284.4% | -29.7% | +314.1% | +385.3% |
| YTD | +583.7% | -29.4% | +613.1% | +715.5% |
| 1Y | +2,981.5% | -46.4% | +3,027.9% | +5,298.8% |
| All | +2,981.5% | -45.8% | +3,027.3% | +5,298.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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