+1,106.1%
MUU vs AS
+64.0%
+1,042.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.7% | -1.1% |
| 7D | -32.5% | +4.5% | -37.0% | -34.5% |
| 30D | -55.2% | +13.2% | -68.5% | -59.9% |
| 3M | -40.7% | -11.9% | -28.8% | -35.6% |
| 6M | -43.9% | -11.6% | -32.4% | -40.3% |
| YTD | +203.2% | -14.7% | +217.9% | +232.3% |
| 1Y | +257.0% | +5.7% | +251.3% | +221.4% |
| All | +1,106.1% | +64.0% | +1,042.1% | +643.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling