+504.3%
MUU vs AU
+42.5%
+461.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +8.0% | -22.0% | -20.6% |
| 7D | -35.9% | +0.8% | -36.6% | -37.0% |
| 30D | -47.1% | -7.0% | -40.2% | -44.4% |
| 3M | -29.8% | +8.5% | -38.4% | -37.7% |
| 6M | +16.0% | -1.3% | +17.3% | +18.3% |
| YTD | +286.1% | +6.8% | +279.3% | +266.3% |
| 1Y | +504.3% | +44.6% | +459.7% | +312.9% |
| All | +504.3% | +42.5% | +461.8% | +312.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling