+1,272.2%
MUU vs APA
+99.7%
+1,172.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.9% | -6.0% |
| 7D | +24.7% | +8.5% | +16.1% | +20.4% |
| 30D | -35.1% | +2.8% | -37.9% | -35.5% |
| 3M | -44.3% | +21.7% | -66.0% | -49.1% |
| 6M | -44.4% | +32.6% | -77.0% | -53.5% |
| YTD | +244.9% | +103.7% | +141.2% | +77.6% |
| 1Y | +365.6% | +101.8% | +263.8% | +139.8% |
| All | +1,272.2% | +99.7% | +1,172.6% | +480.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling