+2,981.5%
MUU vs AXP
+1.4%
+2,980.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +12.0% |
| 7D | +17.4% | -2.1% | +19.5% | +18.2% |
| 30D | +24.0% | -6.5% | +30.5% | +26.7% |
| 3M | -23.9% | +4.6% | -28.5% | -25.0% |
| 6M | +284.4% | +5.4% | +279.0% | +280.2% |
| YTD | +583.7% | -11.1% | +594.8% | +611.5% |
| 1Y | +2,981.5% | -0.3% | +2,981.8% | +3,139.1% |
| All | +2,981.5% | +1.4% | +2,980.0% | +3,139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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