+1,272.2%
MUU vs BA
+15.0%
+1,257.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +24.7% | -1.1% | +25.8% | +26.2% |
| 30D | -35.1% | -7.1% | -28.0% | -30.9% |
| 3M | -44.3% | -25.5% | -18.7% | -25.0% |
| 6M | -44.4% | -28.7% | -15.7% | -21.6% |
| YTD | +244.9% | -21.0% | +265.9% | +328.8% |
| 1Y | +365.6% | -11.9% | +377.5% | +413.4% |
| All | +1,272.2% | +15.0% | +1,257.2% | +983.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling