+2,577.5%
MUU vs ACWI
+21.5%
+2,556.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | +0.2% |
| 7D | +13.9% | +1.1% | +12.9% | +5.8% |
| 30D | +24.8% | -0.2% | +25.0% | +27.4% |
| 3M | -15.7% | +4.7% | -20.4% | -28.1% |
| 6M | +338.9% | +14.5% | +324.4% | +161.7% |
| YTD | +563.2% | +14.6% | +548.5% | +296.3% |
| 1Y | +2,577.5% | +21.4% | +2,556.1% | +981.6% |
| All | +2,577.5% | +21.5% | +2,556.0% | +981.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling