+1,348.1%
MUU vs AXP
+20.0%
+1,328.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -1.3% |
| 7D | +43.7% | -2.1% | +45.8% | +47.6% |
| 30D | -37.2% | +2.7% | -39.9% | -39.3% |
| 3M | -36.1% | -7.3% | -28.8% | -30.8% |
| 6M | -35.7% | +1.8% | -37.5% | -40.3% |
| YTD | +264.0% | -13.1% | +277.1% | +315.5% |
| 1Y | +359.1% | -13.7% | +372.8% | +427.7% |
| All | +1,348.1% | +20.0% | +1,328.1% | +815.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling