+2,423.9%
MUU vs AGI
+86.5%
+2,337.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.0% | -7.4% |
| 7D | +3.6% | -5.3% | +8.8% | +6.9% |
| 30D | +22.3% | +6.8% | +15.6% | +17.5% |
| 3M | -8.2% | +8.3% | -16.5% | -13.7% |
| 6M | +256.3% | -29.2% | +285.6% | +315.7% |
| YTD | +534.4% | -7.3% | +541.7% | +538.4% |
| 1Y | +2,163.5% | +8.0% | +2,155.5% | +1,998.4% |
| All | +2,423.9% | +86.5% | +2,337.4% | +1,392.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling