+504.3%
MUU vs AR
+14.7%
+489.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -6.3% | -7.7% | -17.0% |
| 7D | -35.9% | -11.1% | -24.7% | -40.0% |
| 30D | -47.1% | +7.9% | -55.0% | -43.9% |
| 3M | -29.8% | +4.9% | -34.7% | -25.9% |
| 6M | +16.0% | -5.3% | +21.3% | +23.7% |
| YTD | +286.1% | +8.6% | +277.5% | +296.8% |
| 1Y | +504.3% | +13.7% | +490.7% | +512.8% |
| All | +504.3% | +14.7% | +489.6% | +512.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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