+365.6%
MUU vs ACM
-46.0%
+411.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.8% | -5.3% |
| 7D | +24.7% | +5.6% | +19.0% | +23.5% |
| 30D | -35.1% | +20.8% | -56.0% | -37.1% |
| 3M | -44.3% | +11.4% | -55.7% | -45.1% |
| 6M | -44.4% | +0.9% | -45.4% | -44.4% |
| YTD | +244.9% | -24.8% | +269.7% | +293.5% |
| 1Y | +365.6% | -46.4% | +412.0% | +618.0% |
| All | +365.6% | -46.0% | +411.6% | +618.0% |
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