+2,981.5%
MUU vs AG
+125.2%
+2,856.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.0% | +13.6% | +13.0% |
| 7D | +17.4% | +1.0% | +16.4% | +16.3% |
| 30D | +24.0% | +19.2% | +4.8% | +8.0% |
| 3M | -23.9% | +6.2% | -30.0% | -25.8% |
| 6M | +284.4% | -26.7% | +311.1% | +344.0% |
| YTD | +583.7% | +26.1% | +557.6% | +493.1% |
| 1Y | +2,981.5% | +131.7% | +2,849.8% | +2,191.3% |
| All | +2,981.5% | +125.2% | +2,856.3% | +2,191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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