+1,000.7%
MUU vs BA
+16.3%
+984.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.5% | +8.7% | +8.7% |
| 7D | -42.8% | +1.1% | -43.9% | -43.1% |
| 30D | -63.6% | -7.9% | -55.7% | -60.8% |
| 3M | -48.5% | -25.3% | -23.2% | -31.1% |
| 6M | -36.9% | -24.6% | -12.3% | -15.8% |
| YTD | +176.7% | -20.1% | +196.8% | +239.8% |
| 1Y | +266.3% | -11.8% | +278.0% | +303.6% |
| All | +1,000.7% | +16.3% | +984.3% | +759.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling