+2,538.2%
MUU vs APA
+78.6%
+2,459.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.8% |
| 7D | +13.9% | -1.7% | +15.6% | +14.6% |
| 30D | +24.8% | +15.7% | +9.1% | +15.7% |
| 3M | -15.7% | +16.5% | -32.2% | -24.4% |
| 6M | +338.9% | +35.1% | +303.8% | +222.4% |
| YTD | +563.2% | +82.2% | +480.9% | +258.3% |
| 1Y | +2,577.5% | +102.5% | +2,475.0% | +1,143.9% |
| All | +2,538.2% | +78.6% | +2,459.6% | +1,071.1% |
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