+4,420.3%
MUU vs ADVB
-88.8%
+4,509.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.8% | -2.9% |
| 7D | +13.9% | -14.0% | +27.9% | +14.2% |
| 30D | +24.8% | +41.0% | -16.2% | +23.7% |
| 3M | -15.7% | +127.9% | -143.7% | -18.0% |
| 6M | +338.9% | +101.3% | +237.5% | +314.4% |
| YTD | +563.2% | +53.8% | +509.4% | +539.5% |
| 1Y | +2,577.5% | +4.4% | +2,573.1% | +2,525.4% |
| All | +4,420.3% | -88.8% | +4,509.1% | +6,965.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling