+2,981.5%
MUU vs AR
+22.7%
+2,958.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +11.4% |
| 7D | +17.4% | +2.5% | +14.9% | +18.4% |
| 30D | +24.0% | +14.8% | +9.2% | +29.4% |
| 3M | -23.9% | +6.2% | -30.1% | -20.1% |
| 6M | +284.4% | +4.3% | +280.1% | +294.8% |
| YTD | +583.7% | +14.4% | +569.3% | +562.2% |
| 1Y | +2,981.5% | +21.3% | +2,960.1% | +2,890.8% |
| All | +2,981.5% | +22.7% | +2,958.8% | +2,890.8% |
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