+1,272.2%
MUU vs B
+98.9%
+1,173.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.6% | -4.6% |
| 7D | +24.7% | -7.3% | +32.0% | +34.0% |
| 30D | -35.1% | -3.3% | -31.8% | -34.2% |
| 3M | -44.3% | -7.8% | -36.5% | -41.5% |
| 6M | -44.4% | -15.5% | -28.9% | -34.1% |
| YTD | +244.9% | -12.3% | +257.2% | +296.9% |
| 1Y | +365.6% | +5.4% | +360.2% | +367.6% |
| All | +1,272.2% | +98.9% | +1,173.3% | +626.9% |
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