+1,397.6%
MUU vs ALL
+42.1%
+1,355.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.4% | +23.8% | +24.6% |
| 7D | -2.5% | -2.6% | +0.1% | -5.1% |
| 30D | -39.7% | +12.7% | -52.5% | -30.8% |
| 3M | -27.4% | +0.4% | -27.8% | -23.3% |
| 6M | -38.4% | +23.8% | -62.2% | -23.4% |
| YTD | +276.4% | +27.8% | +248.7% | +368.1% |
| 1Y | +390.7% | +28.9% | +361.8% | +507.8% |
| All | +1,397.6% | +42.1% | +1,355.6% | +1,717.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling