+2,620.0%
MUU vs ACWI
+40.0%
+2,580.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.8% |
| 7D | +17.4% | +0.5% | +16.9% | +14.1% |
| 30D | +24.0% | +0.9% | +23.1% | +18.9% |
| 3M | -23.9% | +2.4% | -26.3% | -21.3% |
| 6M | +284.4% | +12.4% | +272.1% | +170.0% |
| YTD | +583.7% | +15.2% | +568.6% | +338.3% |
| 1Y | +2,981.5% | +22.7% | +2,958.8% | +1,494.1% |
| All | +2,620.0% | +40.0% | +2,580.0% | +956.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling