+2,981.5%
MUU vs BA
-8.9%
+2,990.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.8% | +10.8% | +10.8% |
| 7D | +17.4% | +1.2% | +16.2% | +16.1% |
| 30D | +24.0% | -11.6% | +35.6% | +40.3% |
| 3M | -23.9% | -2.4% | -21.5% | -21.2% |
| 6M | +284.4% | -6.6% | +291.0% | +302.8% |
| YTD | +583.7% | -2.2% | +586.0% | +572.7% |
| 1Y | +2,981.5% | -8.0% | +2,989.5% | +2,770.8% |
| All | +2,981.5% | -8.9% | +2,990.4% | +2,770.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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