+391.4%
MUU vs AS
-2.9%
+394.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -1.9% |
| 7D | +43.7% | -3.6% | +47.3% | +46.1% |
| 30D | -37.2% | +3.4% | -40.6% | -38.5% |
| 3M | -36.1% | -8.6% | -27.5% | -32.9% |
| 6M | -35.7% | -10.0% | -25.7% | -32.9% |
| YTD | +264.0% | -19.2% | +283.2% | +303.3% |
| All | +391.4% | -2.9% | +394.3% | +362.6% |
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