+504.3%
MUU vs ADVB
-76.7%
+581.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.5% | -9.5% | -13.9% |
| 7D | -35.9% | -29.5% | -6.3% | -35.7% |
| 30D | -47.1% | -66.9% | +19.8% | -47.4% |
| 3M | -29.8% | -73.7% | +43.9% | -30.4% |
| 6M | +16.0% | -64.8% | +80.8% | +16.6% |
| YTD | +286.1% | -64.0% | +350.1% | +311.1% |
| 1Y | +504.3% | -77.0% | +581.3% | +643.4% |
| All | +504.3% | -76.7% | +581.0% | +643.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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