+2,683.6%
MUU vs AGI
+92.9%
+2,590.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.2% | +4.8% |
| 7D | +15.0% | +2.2% | +12.8% | +13.4% |
| 30D | +36.8% | +11.3% | +25.5% | +28.1% |
| 3M | -8.5% | +5.6% | -14.1% | -12.8% |
| 6M | +320.7% | -27.7% | +348.4% | +383.0% |
| YTD | +599.7% | -4.1% | +603.8% | +589.5% |
| 1Y | +2,569.2% | +13.8% | +2,555.4% | +2,307.2% |
| All | +2,683.6% | +92.9% | +2,590.7% | +1,512.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling