+2,620.0%
MUU vs APA
+75.4%
+2,544.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.2% | +14.8% | +13.0% |
| 7D | +17.4% | +0.5% | +16.8% | +16.8% |
| 30D | +24.0% | +23.4% | +0.6% | +11.2% |
| 3M | -23.9% | +12.7% | -36.6% | -29.8% |
| 6M | +284.4% | +39.4% | +245.0% | +172.2% |
| YTD | +583.7% | +79.0% | +504.8% | +272.5% |
| 1Y | +2,981.5% | +88.8% | +2,892.6% | +1,421.6% |
| All | +2,620.0% | +75.4% | +2,544.6% | +1,117.4% |
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