+2,981.5%
MUU vs AIG
-4.5%
+2,985.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +10.5% |
| 7D | +17.4% | -0.9% | +18.3% | +16.0% |
| 30D | +24.0% | -4.9% | +28.8% | +16.9% |
| 3M | -23.9% | +4.5% | -28.4% | -16.5% |
| 6M | +284.4% | -1.4% | +285.9% | +306.8% |
| YTD | +583.7% | -9.8% | +593.5% | +572.4% |
| 1Y | +2,981.5% | -4.5% | +2,986.0% | +3,115.3% |
| All | +2,981.5% | -4.5% | +2,985.9% | +3,115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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