+2,620.0%
MUU vs APD
+0.4%
+2,619.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +12.4% |
| 7D | +17.4% | -2.2% | +19.6% | +19.5% |
| 30D | +24.0% | +2.1% | +21.9% | +20.7% |
| 3M | -23.9% | +7.2% | -31.1% | -30.3% |
| 6M | +284.4% | +11.2% | +273.2% | +239.5% |
| YTD | +583.7% | +24.4% | +559.3% | +418.4% |
| 1Y | +2,981.5% | +6.7% | +2,974.8% | +2,848.4% |
| All | +2,620.0% | +0.4% | +2,619.7% | +2,676.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling