+2,423.9%
MUU vs APA
+82.6%
+2,341.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.6% | -9.0% |
| 7D | +3.6% | +0.8% | +2.8% | +3.1% |
| 30D | +22.3% | +9.6% | +12.7% | +16.9% |
| 3M | -8.2% | +18.0% | -26.2% | -17.7% |
| 6M | +256.3% | +41.9% | +214.5% | +154.2% |
| YTD | +534.4% | +86.3% | +448.1% | +239.7% |
| 1Y | +2,163.5% | +97.9% | +2,065.6% | +998.7% |
| All | +2,423.9% | +82.6% | +2,341.3% | +1,010.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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