+2,560.7%
MUU vs ADVB
-48.5%
+2,609.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.6% | -2.1% | -24.5% | -26.8% |
| 7D | -23.7% | -16.8% | -6.9% | -24.6% |
| 30D | +50.2% | -38.5% | +88.7% | +45.2% |
| 3M | +278.9% | +2.5% | +276.4% | +275.3% |
| 6M | +826.1% | -45.6% | +871.7% | +825.6% |
| YTD | +559.0% | -28.6% | +587.6% | +558.9% |
| All | +2,560.7% | -48.5% | +2,609.2% | +2,503.6% |
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