+2,683.6%
MUU vs ATI
+237.0%
+2,446.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +6.0% |
| 7D | +15.0% | +2.4% | +12.6% | +11.8% |
| 30D | +36.8% | -9.5% | +46.3% | +55.1% |
| 3M | -8.5% | +10.4% | -18.9% | -15.0% |
| 6M | +320.7% | +31.8% | +288.9% | +226.2% |
| YTD | +599.7% | +80.0% | +519.7% | +286.6% |
| 1Y | +2,569.2% | +175.8% | +2,393.4% | +827.8% |
| All | +2,683.6% | +237.0% | +2,446.5% | +545.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling