+266.5%
MUU vs BA
-12.0%
+278.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -0.6% | +13.1% | +13.0% |
| 7D | -27.2% | -1.7% | -25.4% | -25.5% |
| 30D | -54.0% | -9.5% | -44.6% | -50.0% |
| 3M | -41.4% | -26.5% | -15.0% | -21.5% |
| 6M | -42.5% | -27.4% | -15.1% | -20.8% |
| YTD | +211.2% | -20.6% | +231.8% | +250.1% |
| All | +266.5% | -12.0% | +278.5% | +283.0% |
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