+2,538.2%
MUU vs BAC
+63.0%
+2,475.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.3% |
| 7D | +13.9% | +1.2% | +12.8% | +12.1% |
| 30D | +24.8% | -0.7% | +25.5% | +25.0% |
| 3M | -15.7% | +16.9% | -32.7% | -34.7% |
| 6M | +338.9% | +29.6% | +309.3% | +177.1% |
| YTD | +563.2% | +15.3% | +547.9% | +404.6% |
| 1Y | +2,577.5% | +28.8% | +2,548.7% | +1,496.5% |
| All | +2,538.2% | +63.0% | +2,475.2% | +875.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling