+1,272.2%
MUU vs ACN
-28.1%
+1,300.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.5% | -5.1% |
| 7D | +24.7% | -3.8% | +28.5% | +22.3% |
| 30D | -35.1% | +16.5% | -51.7% | -28.3% |
| 3M | -44.3% | +41.5% | -85.7% | -30.5% |
| 6M | -44.4% | +60.1% | -104.5% | -18.9% |
| YTD | +244.9% | -3.9% | +248.9% | +504.9% |
| 1Y | +365.6% | +4.1% | +361.5% | +662.7% |
| All | +1,272.2% | -28.1% | +1,300.3% | +2,751.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling