+2,620.0%
MUU vs AXP
+22.7%
+2,597.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +13.1% |
| 7D | +17.4% | -2.1% | +19.5% | +20.6% |
| 30D | +24.0% | -6.5% | +30.5% | +34.6% |
| 3M | -23.9% | +4.6% | -28.5% | -29.7% |
| 6M | +284.4% | +5.4% | +279.0% | +240.5% |
| YTD | +583.7% | -11.1% | +594.8% | +666.2% |
| 1Y | +2,981.5% | -0.3% | +2,981.8% | +2,582.3% |
| All | +2,620.0% | +22.7% | +2,597.4% | +1,588.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling