+1,348.1%
MUU vs ACN
-28.3%
+1,376.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -4.2% |
| 7D | +43.7% | -5.7% | +49.4% | +39.4% |
| 30D | -37.2% | +17.0% | -54.3% | -30.5% |
| 3M | -36.1% | +39.9% | -76.0% | -20.8% |
| 6M | -35.7% | +50.2% | -85.9% | -5.4% |
| YTD | +264.0% | -4.2% | +268.2% | +537.5% |
| 1Y | +359.1% | +4.3% | +354.8% | +648.3% |
| All | +1,348.1% | -28.3% | +1,376.4% | +2,905.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling