+390.7%
MUU vs AS
+2.8%
+388.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -2.4% | +26.6% | +25.4% |
| 7D | -2.5% | -3.0% | +0.5% | -0.5% |
| 30D | -39.7% | +9.6% | -49.3% | -43.0% |
| 3M | -27.4% | -8.2% | -19.2% | -23.7% |
| 6M | -38.4% | -9.9% | -28.5% | -35.1% |
| YTD | +276.4% | -16.8% | +293.2% | +311.6% |
| 1Y | +390.7% | +3.0% | +387.7% | +380.6% |
| All | +390.7% | +2.8% | +388.0% | +380.6% |
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