+295.2%
MUU vs ACM
-45.0%
+340.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.7% |
| 7D | -32.5% | +6.6% | -39.1% | -33.0% |
| 30D | -55.2% | +19.8% | -75.0% | -56.4% |
| 3M | -40.7% | -3.1% | -37.6% | -39.1% |
| 6M | -43.9% | -11.5% | -32.4% | -38.7% |
| YTD | +203.2% | -24.7% | +227.8% | +245.2% |
| All | +295.2% | -45.0% | +340.2% | +497.8% |
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