+2,163.5%
MUU vs APD
+5.6%
+2,157.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.4% |
| 7D | +3.6% | -3.5% | +7.0% | +3.1% |
| 30D | +22.3% | -5.1% | +27.4% | +21.8% |
| 3M | -8.2% | +6.9% | -15.1% | -8.2% |
| 6M | +256.3% | +8.1% | +248.3% | +263.7% |
| YTD | +534.4% | +21.2% | +513.2% | +557.3% |
| 1Y | +2,163.5% | +4.9% | +2,158.6% | +2,992.7% |
| All | +2,163.5% | +5.6% | +2,157.9% | +2,992.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling