+359.1%
MUU vs ACWI
+11.6%
+347.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | +0.5% |
| 7D | +43.7% | +2.7% | +41.0% | +22.9% |
| 30D | -37.2% | -2.6% | -34.7% | -18.4% |
| 3M | -36.1% | -3.2% | -32.9% | -13.4% |
| 6M | -35.7% | +1.9% | -37.6% | -23.2% |
| YTD | +264.0% | +11.3% | +252.6% | +189.6% |
| 1Y | +359.1% | +11.7% | +347.4% | +271.2% |
| All | +359.1% | +11.6% | +347.5% | +271.2% |
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