+365.6%
MUU vs APA
+107.6%
+258.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.9% | -4.6% |
| 7D | +24.7% | +8.5% | +16.1% | +28.7% |
| 30D | -35.1% | +2.8% | -37.9% | -35.0% |
| 3M | -44.3% | +21.7% | -66.0% | -37.2% |
| 6M | -44.4% | +32.6% | -77.0% | -32.2% |
| YTD | +244.9% | +103.7% | +141.2% | +315.4% |
| 1Y | +365.6% | +101.8% | +263.8% | +462.4% |
| All | +365.6% | +107.6% | +258.0% | +462.4% |
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