+2,251.1%
MUU vs ADVB
-96.8%
+2,348.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -23.6% | +18.3% | -4.1% |
| 7D | +24.7% | +27.8% | -3.1% | +22.7% |
| 30D | -35.1% | -50.8% | +15.6% | -34.3% |
| 3M | -44.3% | -70.5% | +26.3% | -43.2% |
| 6M | -44.4% | -46.7% | +2.3% | -44.7% |
| YTD | +244.9% | -56.7% | +301.6% | +239.9% |
| 1Y | +365.6% | -71.8% | +437.4% | +378.3% |
| All | +2,251.1% | -96.8% | +2,348.0% | +3,654.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling