+2,538.2%
MUU vs APD
-0.8%
+2,539.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.1% |
| 7D | +13.9% | -2.5% | +16.4% | +16.2% |
| 30D | +24.8% | -1.9% | +26.7% | +25.8% |
| 3M | -15.7% | +8.2% | -24.0% | -23.5% |
| 6M | +338.9% | +10.7% | +328.1% | +287.5% |
| YTD | +563.2% | +22.9% | +540.2% | +407.6% |
| 1Y | +2,577.5% | +5.8% | +2,571.7% | +2,467.8% |
| All | +2,538.2% | -0.8% | +2,539.1% | +2,618.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling