+2,620.0%
MUU vs B
+136.8%
+2,483.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.2% | +13.8% | +13.9% |
| 7D | +17.4% | -1.6% | +19.0% | +18.8% |
| 30D | +24.0% | +9.4% | +14.5% | +10.6% |
| 3M | -23.9% | +5.0% | -28.9% | -26.4% |
| 6M | +284.4% | -3.5% | +288.0% | +301.3% |
| YTD | +583.7% | +4.5% | +579.3% | +570.0% |
| 1Y | +2,981.5% | +67.8% | +2,913.7% | +2,082.1% |
| All | +2,620.0% | +136.8% | +2,483.2% | +1,127.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling