+2,981.5%
MUU vs AGI
+17.6%
+2,963.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +12.9% |
| 7D | +17.4% | +0.6% | +16.8% | +16.7% |
| 30D | +24.0% | +18.2% | +5.7% | +9.5% |
| 3M | -23.9% | -4.1% | -19.8% | -22.5% |
| 6M | +284.4% | -28.7% | +313.1% | +349.8% |
| YTD | +583.7% | -4.0% | +587.7% | +557.2% |
| 1Y | +2,981.5% | +17.4% | +2,964.1% | +2,473.9% |
| All | +2,981.5% | +17.6% | +2,963.9% | +2,473.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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