+504.3%
MUU vs AGI
-1.1%
+505.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +10.8% | -24.8% | -20.8% |
| 7D | -35.9% | -5.3% | -30.6% | -33.9% |
| 30D | -47.1% | -7.1% | -40.0% | -44.7% |
| 3M | -29.8% | +4.4% | -34.3% | -32.8% |
| 6M | +16.0% | -23.0% | +39.0% | +36.4% |
| YTD | +286.1% | -22.0% | +308.1% | +321.2% |
| 1Y | +504.3% | +0.3% | +504.0% | +275.3% |
| All | +504.3% | -1.1% | +505.4% | +275.3% |
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