+1,000.7%
MUU vs B
+114.6%
+886.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.5% | +8.6% | +8.7% |
| 7D | -42.8% | +9.6% | -52.4% | -49.3% |
| 30D | -63.6% | +3.5% | -67.1% | -65.4% |
| 3M | -48.5% | -1.6% | -47.0% | -49.4% |
| 6M | -36.9% | -1.7% | -35.3% | -34.3% |
| YTD | +176.7% | -5.3% | +182.0% | +196.1% |
| 1Y | +266.3% | +27.2% | +239.0% | +216.8% |
| All | +1,000.7% | +114.6% | +886.0% | +442.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling