+504.3%
MUU vs BAC
-0.5%
+504.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.0% | -18.0% | -15.3% |
| 7D | -35.9% | +1.5% | -37.4% | -36.1% |
| 30D | -47.1% | -4.4% | -42.7% | -45.9% |
| 3M | -29.8% | -17.5% | -12.4% | -24.0% |
| 6M | +16.0% | -0.1% | +16.1% | +19.1% |
| YTD | +286.1% | -4.6% | +290.7% | +304.3% |
| 1Y | +504.3% | -1.5% | +505.8% | +504.4% |
| All | +504.3% | -0.5% | +504.9% | +504.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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