+2,396.1%
MUU vs AGI
+87.8%
+2,308.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.5% |
| 7D | -8.2% | -2.7% | -5.5% | -6.6% |
| 30D | +10.2% | +7.2% | +2.9% | +5.5% |
| 3M | -26.5% | +4.3% | -30.8% | -29.6% |
| 6M | +227.2% | -27.1% | +254.3% | +276.8% |
| YTD | +527.4% | -6.6% | +534.0% | +528.8% |
| 1Y | +1,843.7% | +9.5% | +1,834.2% | +1,690.7% |
| All | +2,396.1% | +87.8% | +2,308.3% | +1,370.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling