+2,577.5%
MUU vs AS
-22.5%
+2,600.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.2% | -1.1% |
| 7D | +13.9% | -2.6% | +16.5% | +16.0% |
| 30D | +24.8% | -22.1% | +46.9% | +46.8% |
| 3M | -15.7% | -15.3% | -0.4% | -9.1% |
| 6M | +338.9% | -15.6% | +354.4% | +382.8% |
| YTD | +563.2% | -23.2% | +586.3% | +672.5% |
| 1Y | +2,577.5% | -21.7% | +2,599.2% | +3,355.7% |
| All | +2,577.5% | -22.5% | +2,600.0% | +3,355.7% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling