+2,981.5%
MUU vs BAC
+27.5%
+2,954.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +11.7% |
| 7D | +17.4% | +0.6% | +16.8% | +17.2% |
| 30D | +24.0% | -0.9% | +24.9% | +24.1% |
| 3M | -23.9% | +16.3% | -40.2% | -26.3% |
| 6M | +284.4% | +26.0% | +258.5% | +255.3% |
| YTD | +583.7% | +15.2% | +568.5% | +560.2% |
| 1Y | +2,981.5% | +26.5% | +2,955.0% | +2,802.2% |
| All | +2,981.5% | +27.5% | +2,954.0% | +2,802.2% |
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