+2,423.9%
MUU vs APD
-2.2%
+2,426.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -8.9% |
| 7D | +3.6% | -3.5% | +7.0% | +6.4% |
| 30D | +22.3% | -5.1% | +27.4% | +26.8% |
| 3M | -8.2% | +6.9% | -15.1% | -15.9% |
| 6M | +256.3% | +8.1% | +248.3% | +221.5% |
| YTD | +534.4% | +21.2% | +513.2% | +391.0% |
| 1Y | +2,163.5% | +4.9% | +2,158.6% | +2,074.3% |
| All | +2,423.9% | -2.2% | +2,426.1% | +2,529.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling