+2,620.0%
MUU vs AS
+52.0%
+2,568.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.6% | +8.0% | +8.6% |
| 7D | +17.4% | -4.9% | +22.3% | +22.5% |
| 30D | +24.0% | -19.6% | +43.6% | +47.4% |
| 3M | -23.9% | -14.4% | -9.5% | -16.1% |
| 6M | +284.4% | -20.1% | +304.5% | +356.6% |
| YTD | +583.7% | -20.9% | +604.7% | +709.2% |
| 1Y | +2,981.5% | -21.9% | +3,003.3% | +3,572.4% |
| All | +2,620.0% | +52.0% | +2,568.1% | +1,709.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling