+1,272.2%
MUU vs ALL
+45.0%
+1,227.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.6% | -4.9% |
| 7D | +24.7% | +5.0% | +19.6% | +31.3% |
| 30D | -35.1% | +13.3% | -48.5% | -25.0% |
| 3M | -44.3% | +3.2% | -47.4% | -39.5% |
| 6M | -44.4% | +25.3% | -69.8% | -29.4% |
| YTD | +244.9% | +30.5% | +214.5% | +338.5% |
| 1Y | +365.6% | +29.2% | +336.4% | +492.9% |
| All | +1,272.2% | +45.0% | +1,227.2% | +1,602.3% |
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