+295.2%
MUU vs BAC
-3.7%
+298.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.8% | -2.8% |
| 7D | -32.5% | +2.1% | -34.5% | -32.2% |
| 30D | -55.2% | -6.7% | -48.5% | -52.8% |
| 3M | -40.7% | -20.2% | -20.5% | -32.7% |
| 6M | -43.9% | -0.2% | -43.7% | -42.3% |
| YTD | +203.2% | -6.4% | +209.5% | +224.5% |
| All | +295.2% | -3.7% | +298.9% | +285.6% |
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