+2,683.6%
MUU vs AG
+240.5%
+2,443.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.1% | +3.4% | +4.2% |
| 7D | +15.0% | -0.1% | +15.1% | +15.0% |
| 30D | +36.8% | +12.5% | +24.4% | +26.1% |
| 3M | -8.5% | +28.2% | -36.7% | -20.3% |
| 6M | +320.7% | -18.8% | +339.6% | +375.0% |
| YTD | +599.7% | +27.4% | +572.3% | +504.4% |
| 1Y | +2,569.2% | +132.2% | +2,437.0% | +1,567.3% |
| All | +2,683.6% | +240.5% | +2,443.1% | +1,170.8% |
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