+365.6%
MUU vs APD
+25.0%
+340.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.2% |
| 7D | +24.7% | +3.8% | +20.8% | +25.3% |
| 30D | -35.1% | +8.2% | -43.3% | -33.8% |
| 3M | -44.3% | +4.3% | -48.5% | -43.3% |
| 6M | -44.4% | +4.7% | -49.1% | -43.0% |
| YTD | +244.9% | +31.5% | +213.4% | +281.9% |
| 1Y | +365.6% | +23.5% | +342.1% | +406.6% |
| All | +365.6% | +25.0% | +340.6% | +406.6% |
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