+1,272.2%
MUU vs AS
+54.1%
+1,218.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.4% | -4.6% |
| 7D | +24.7% | -4.9% | +29.5% | +29.5% |
| 30D | -35.1% | +3.9% | -39.0% | -37.9% |
| 3M | -44.3% | -9.6% | -34.7% | -41.0% |
| 6M | -44.4% | -8.7% | -35.8% | -42.8% |
| YTD | +244.9% | -19.8% | +264.8% | +295.6% |
| 1Y | +365.6% | -1.5% | +367.2% | +341.9% |
| All | +1,272.2% | +54.1% | +1,218.1% | +784.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling