+391.4%
MUU vs BAC
-4.1%
+395.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.1% |
| 7D | +43.7% | +1.5% | +42.2% | +42.3% |
| 30D | -37.2% | -6.4% | -30.9% | -34.0% |
| 3M | -36.1% | -21.7% | -14.4% | -27.5% |
| 6M | -35.7% | +0.5% | -36.2% | -33.7% |
| YTD | +264.0% | -6.7% | +270.7% | +289.8% |
| All | +391.4% | -4.1% | +395.5% | +371.7% |
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