+1,272.2%
MUU vs AG
+119.4%
+1,152.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.4% | -2.8% | -3.6% |
| 7D | +24.7% | -10.0% | +34.6% | +33.7% |
| 30D | -35.1% | -10.5% | -24.7% | -29.7% |
| 3M | -44.3% | -27.3% | -17.0% | -30.9% |
| 6M | -44.4% | -43.0% | -1.4% | -18.4% |
| YTD | +244.9% | -17.9% | +262.8% | +301.5% |
| 1Y | +365.6% | +11.9% | +353.7% | +357.7% |
| All | +1,272.2% | +119.4% | +1,152.8% | +744.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling