+2,429.8%
MUU vs AR
+21.0%
+2,408.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -3.3% |
| 7D | +13.9% | -1.8% | +15.8% | +13.3% |
| 30D | +24.8% | +12.6% | +12.2% | +29.6% |
| 3M | -15.7% | +10.0% | -25.8% | -11.9% |
| 6M | +338.9% | +0.6% | +338.2% | +354.3% |
| YTD | +563.2% | +13.4% | +549.7% | +541.4% |
| All | +2,429.8% | +21.0% | +2,408.8% | +2,336.5% |
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