+2,569.2%
MUU vs B
+55.6%
+2,513.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +4.2% |
| 7D | +15.0% | +1.0% | +14.0% | +13.1% |
| 30D | +36.8% | +9.5% | +27.3% | +20.5% |
| 3M | -8.5% | +14.3% | -22.8% | -22.3% |
| 6M | +320.7% | -1.9% | +322.6% | +328.5% |
| YTD | +599.7% | +4.1% | +595.6% | +576.9% |
| 1Y | +2,569.2% | +56.1% | +2,513.1% | +2,080.2% |
| All | +2,569.2% | +55.6% | +2,513.5% | +2,080.2% |
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