+2,981.5%
MUU vs APTV
-39.9%
+3,021.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.1% | +8.5% | +9.6% |
| 7D | +17.4% | +4.8% | +12.6% | +13.9% |
| 30D | +24.0% | +2.0% | +22.0% | +22.1% |
| 3M | -23.9% | -34.2% | +10.3% | +6.5% |
| 6M | +284.4% | -34.7% | +319.1% | +451.9% |
| YTD | +583.7% | -37.0% | +620.7% | +790.8% |
| 1Y | +2,981.5% | -40.4% | +3,021.9% | +4,570.7% |
| All | +2,981.5% | -39.9% | +3,021.4% | +4,570.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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