+390.7%
MUU vs ADVB
-73.0%
+463.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +10.0% | +14.2% | +23.8% |
| 7D | -2.5% | +10.5% | -13.0% | -2.7% |
| 30D | -39.7% | -56.0% | +16.3% | -39.8% |
| 3M | -27.4% | -70.1% | +42.7% | -27.9% |
| 6M | -38.4% | -53.7% | +15.3% | -37.1% |
| YTD | +276.4% | -60.3% | +336.7% | +298.6% |
| 1Y | +390.7% | -73.1% | +463.9% | +523.7% |
| All | +390.7% | -73.0% | +463.8% | +523.7% |
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