+1,000.7%
MUU vs AXP
+21.1%
+979.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +10.7% |
| 7D | -42.8% | +0.6% | -43.4% | -43.1% |
| 30D | -63.6% | +5.8% | -69.5% | -66.3% |
| 3M | -48.5% | -6.0% | -42.5% | -45.2% |
| 6M | -36.9% | +0.3% | -37.2% | -40.4% |
| YTD | +176.7% | -12.3% | +188.9% | +211.7% |
| 1Y | +266.3% | -11.2% | +277.5% | +300.1% |
| All | +1,000.7% | +21.1% | +979.5% | +587.1% |
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 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