+1,000.7%
MUU vs AR
+26.2%
+974.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.8% | +10.0% | +9.6% |
| 7D | -42.8% | -14.3% | -28.5% | -37.6% |
| 30D | -63.6% | +1.4% | -65.1% | -63.6% |
| 3M | -48.5% | +3.4% | -51.9% | -49.8% |
| 6M | -36.9% | -2.1% | -34.9% | -38.6% |
| YTD | +176.7% | +4.7% | +172.0% | +133.5% |
| 1Y | +266.3% | +10.6% | +255.7% | +188.5% |
| All | +1,000.7% | +26.2% | +974.5% | +890.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling