+504.3%
MUU vs ACN
+10.1%
+494.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.8% | -17.8% | -10.1% |
| 7D | -35.9% | +8.6% | -44.4% | -29.3% |
| 30D | -47.1% | +36.6% | -83.7% | -25.7% |
| 3M | -29.8% | +56.3% | -86.2% | +16.7% |
| 6M | +16.0% | +49.7% | -33.7% | +151.9% |
| YTD | +286.1% | +1.3% | +284.7% | +743.5% |
| 1Y | +504.3% | +11.9% | +492.4% | +1,214.3% |
| All | +504.3% | +10.1% | +494.2% | +1,214.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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