+2,683.6%
MUU vs ALL
+37.4%
+2,646.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +15.0% | -2.2% | +17.3% | +12.9% |
| 30D | +36.8% | -5.6% | +42.4% | +31.4% |
| 3M | -8.5% | +17.2% | -25.8% | +4.4% |
| 6M | +320.7% | +23.2% | +297.5% | +387.4% |
| YTD | +599.7% | +23.6% | +576.1% | +709.3% |
| 1Y | +2,569.2% | +29.2% | +2,540.0% | +2,913.0% |
| All | +2,683.6% | +37.4% | +2,646.2% | +3,041.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling