+1,138.0%
MUU vs AS
+67.1%
+1,071.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +3.1% | +9.3% | +10.0% |
| 7D | -27.2% | +5.8% | -33.0% | -30.1% |
| 30D | -54.0% | +15.4% | -69.4% | -59.4% |
| 3M | -41.4% | -11.9% | -29.5% | -36.3% |
| 6M | -42.5% | -9.9% | -32.5% | -39.6% |
| YTD | +211.2% | -13.1% | +224.3% | +236.0% |
| 1Y | +313.4% | +9.9% | +303.5% | +260.4% |
| All | +1,138.0% | +67.1% | +1,071.0% | +651.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling