+2,423.9%
MUU vs BAC
+63.5%
+2,360.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.2% | -9.1% |
| 7D | +3.6% | -0.3% | +3.8% | +4.0% |
| 30D | +22.3% | -1.8% | +24.1% | +24.6% |
| 3M | -8.2% | +15.3% | -23.5% | -27.2% |
| 6M | +256.3% | +30.2% | +226.2% | +124.0% |
| YTD | +534.4% | +15.6% | +518.8% | +381.1% |
| 1Y | +2,163.5% | +27.5% | +2,136.0% | +1,284.2% |
| All | +2,423.9% | +63.5% | +2,360.4% | +829.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling