+1,397.6%
MUU vs APA
+92.6%
+1,305.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +3.6% | +20.6% | +22.6% |
| 7D | -2.5% | +5.1% | -7.6% | -3.8% |
| 30D | -39.7% | +0.3% | -40.0% | -39.3% |
| 3M | -27.4% | +15.6% | -43.1% | -32.2% |
| 6M | -38.4% | +28.9% | -67.3% | -47.9% |
| YTD | +276.4% | +96.6% | +179.9% | +97.1% |
| 1Y | +390.7% | +95.5% | +295.2% | +154.8% |
| All | +1,397.6% | +92.6% | +1,305.0% | +544.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling