+257.0%
MUU vs AR
+9.7%
+247.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.3% | +5.3% | +11.2% |
| 7D | -32.5% | -5.8% | -26.7% | -35.2% |
| 30D | -55.2% | +4.8% | -60.1% | -53.8% |
| 3M | -40.7% | +1.5% | -42.2% | -39.3% |
| 6M | -43.9% | +4.7% | -48.6% | -39.6% |
| YTD | +203.2% | +9.2% | +194.0% | +208.0% |
| 1Y | +257.0% | +11.2% | +245.8% | +259.8% |
| All | +257.0% | +9.7% | +247.3% | +259.8% |
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