+2,538.2%
MUU vs B
+133.3%
+2,404.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.6% | -1.5% |
| 7D | +13.9% | +2.3% | +11.6% | +10.8% |
| 30D | +24.8% | +1.4% | +23.4% | +21.3% |
| 3M | -15.7% | +12.2% | -27.9% | -24.8% |
| 6M | +338.9% | -2.1% | +341.0% | +354.9% |
| YTD | +563.2% | +2.9% | +560.2% | +559.9% |
| 1Y | +2,577.5% | +55.3% | +2,522.2% | +1,904.6% |
| All | +2,538.2% | +133.3% | +2,404.9% | +1,108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling