+257.0%
MUU vs BA
-11.5%
+268.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -3.1% |
| 7D | -32.5% | 0.0% | -32.5% | -31.9% |
| 30D | -55.2% | -8.9% | -46.3% | -51.5% |
| 3M | -40.7% | -25.5% | -15.2% | -21.6% |
| 6M | -43.9% | -27.0% | -17.0% | -23.2% |
| YTD | +203.2% | -20.1% | +223.3% | +239.3% |
| 1Y | +257.0% | -11.0% | +268.0% | +271.2% |
| All | +257.0% | -11.5% | +268.5% | +271.2% |
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