+2,538.2%
MUU vs ACWI
+39.4%
+2,498.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -0.4% |
| 7D | +13.9% | +1.1% | +12.9% | +7.3% |
| 30D | +24.8% | -0.2% | +25.0% | +27.2% |
| 3M | -15.7% | +4.7% | -20.4% | -24.9% |
| 6M | +338.9% | +14.5% | +324.4% | +179.8% |
| YTD | +563.2% | +14.6% | +548.5% | +336.5% |
| 1Y | +2,577.5% | +21.4% | +2,556.1% | +1,360.7% |
| All | +2,538.2% | +39.4% | +2,498.9% | +952.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling