+1,348.1%
MUU vs BA
+15.1%
+1,333.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -1.6% |
| 7D | +43.7% | -0.6% | +44.2% | +44.6% |
| 30D | -37.2% | -8.0% | -29.2% | -32.4% |
| 3M | -36.1% | -25.8% | -10.3% | -13.7% |
| 6M | -35.7% | -27.6% | -8.2% | -10.9% |
| YTD | +264.0% | -21.0% | +285.0% | +352.3% |
| 1Y | +359.1% | -12.3% | +371.3% | +408.9% |
| All | +1,348.1% | +15.1% | +1,333.0% | +1,043.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling