+2,396.1%
MUU vs AU
+334.6%
+2,061.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.5% |
| 7D | -8.2% | -4.3% | -4.0% | -5.3% |
| 30D | +10.2% | +7.3% | +2.9% | +4.0% |
| 3M | -26.5% | +26.3% | -52.8% | -38.1% |
| 6M | +227.2% | +1.8% | +225.5% | +220.3% |
| YTD | +527.4% | +26.8% | +500.6% | +447.2% |
| 1Y | +1,843.7% | +66.7% | +1,777.0% | +1,396.5% |
| All | +2,396.1% | +334.6% | +2,061.5% | +792.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling