+2,163.5%
MUU vs APA
+111.4%
+2,052.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.6% | -9.6% |
| 7D | +3.6% | +0.8% | +2.8% | +4.0% |
| 30D | +22.3% | +9.6% | +12.7% | +27.7% |
| 3M | -8.2% | +18.0% | -26.2% | +1.5% |
| 6M | +256.3% | +41.9% | +214.5% | +282.6% |
| YTD | +534.4% | +86.3% | +448.1% | +552.3% |
| 1Y | +2,163.5% | +97.9% | +2,065.6% | +2,207.5% |
| All | +2,163.5% | +111.4% | +2,052.1% | +2,207.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling