+390.7%
MUU vs BA
-10.4%
+401.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.7% | +23.5% | +23.6% |
| 7D | -2.5% | -1.4% | -1.1% | -0.2% |
| 30D | -39.7% | -7.9% | -31.9% | -35.4% |
| 3M | -27.4% | -25.2% | -2.2% | -4.2% |
| 6M | -38.4% | -26.7% | -11.7% | -15.7% |
| YTD | +276.4% | -19.6% | +296.1% | +320.6% |
| 1Y | +390.7% | -10.6% | +401.3% | +411.5% |
| All | +390.7% | -10.4% | +401.1% | +411.5% |
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