+504.3%
MUU vs AS
+3.3%
+501.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.1% | -19.1% | -16.4% |
| 7D | -35.9% | +13.8% | -49.6% | -40.7% |
| 30D | -47.1% | +16.7% | -63.8% | -52.1% |
| 3M | -29.8% | -11.5% | -18.3% | -24.3% |
| 6M | +16.0% | -5.5% | +21.5% | +17.2% |
| YTD | +286.1% | -14.2% | +300.3% | +314.8% |
| 1Y | +504.3% | +2.1% | +502.3% | +532.1% |
| All | +504.3% | +3.3% | +501.0% | +532.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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