+266.3%
MUU vs AS
+0.9%
+265.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.5% | +8.7% | +8.9% |
| 7D | -42.8% | +6.9% | -49.7% | -44.8% |
| 30D | -63.6% | +16.0% | -79.6% | -66.8% |
| 3M | -48.5% | -12.8% | -35.7% | -43.7% |
| 6M | -36.9% | -15.4% | -21.6% | -29.8% |
| YTD | +176.7% | -15.7% | +192.4% | +201.5% |
| 1Y | +266.3% | +6.1% | +260.2% | +258.3% |
| All | +266.3% | +0.9% | +265.4% | +258.3% |
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