+391.4%
MUU vs B
+3.3%
+388.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | +0.4% |
| 7D | +43.7% | -6.2% | +49.9% | +54.4% |
| 30D | -37.2% | -6.6% | -30.6% | -33.2% |
| 3M | -36.1% | -7.9% | -28.2% | -32.7% |
| 6M | -35.7% | -16.8% | -18.9% | -21.4% |
| YTD | +264.0% | -11.7% | +275.7% | +296.1% |
| All | +391.4% | +3.3% | +388.1% | +280.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling