+2,021.2%
MUU vs ADVB
-97.4%
+2,118.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +3.5% | +8.9% | +12.3% |
| 7D | -27.2% | -1.2% | -26.0% | -26.9% |
| 30D | -54.0% | -61.4% | +7.3% | -52.7% |
| 3M | -41.4% | -67.8% | +26.4% | -39.9% |
| 6M | -42.5% | -66.9% | +24.4% | -41.6% |
| YTD | +211.2% | -64.9% | +276.1% | +211.0% |
| 1Y | +313.4% | -74.8% | +388.1% | +326.3% |
| All | +2,021.2% | -97.4% | +2,118.7% | +3,336.0% |
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