+1,272.2%
MUU vs ATI
+198.8%
+1,073.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.7% | -1.5% | -0.4% |
| 7D | +24.7% | +4.2% | +20.5% | +19.4% |
| 30D | -35.1% | -2.5% | -32.6% | -31.2% |
| 3M | -44.3% | -19.4% | -24.8% | -24.8% |
| 6M | -44.4% | +11.1% | -55.5% | -45.1% |
| YTD | +244.9% | +59.5% | +185.4% | +127.8% |
| 1Y | +365.6% | +85.8% | +279.8% | +164.4% |
| All | +1,272.2% | +198.8% | +1,073.4% | +280.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling