+2,981.5%
MUU vs AS
-21.9%
+3,003.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.6% | +8.0% | +9.3% |
| 7D | +17.4% | -4.9% | +22.3% | +21.2% |
| 30D | +24.0% | -19.6% | +43.6% | +41.9% |
| 3M | -23.9% | -14.4% | -9.5% | -18.1% |
| 6M | +284.4% | -20.1% | +304.5% | +336.2% |
| YTD | +583.7% | -20.9% | +604.7% | +676.8% |
| 1Y | +2,981.5% | -21.9% | +3,003.3% | +3,681.1% |
| All | +2,981.5% | -21.9% | +3,003.4% | +3,681.1% |
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