+2,538.2%
MUU vs AR
+36.6%
+2,501.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.6% |
| 7D | +13.9% | -1.8% | +15.8% | +15.0% |
| 30D | +24.8% | +12.6% | +12.2% | +16.0% |
| 3M | -15.7% | +10.0% | -25.8% | -23.1% |
| 6M | +338.9% | +0.6% | +338.2% | +310.6% |
| YTD | +563.2% | +13.4% | +549.7% | +435.6% |
| 1Y | +2,577.5% | +21.7% | +2,555.8% | +1,880.1% |
| All | +2,538.2% | +36.6% | +2,501.6% | +2,171.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling