+1,272.2%
MUU vs ACWI
+35.0%
+1,237.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -5.0% | -3.7% |
| 7D | +24.7% | +2.4% | +22.2% | +11.0% |
| 30D | -35.1% | -1.7% | -33.5% | -22.5% |
| 3M | -44.3% | -3.9% | -40.3% | -23.9% |
| 6M | -44.4% | +0.8% | -45.2% | -29.7% |
| YTD | +244.9% | +11.0% | +233.9% | +194.8% |
| 1Y | +365.6% | +13.1% | +352.5% | +279.5% |
| All | +1,272.2% | +35.0% | +1,237.2% | +610.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling