+1,397.6%
MUU vs BAC
+32.4%
+1,365.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | 0.0% | +24.2% | +24.2% |
| 7D | -2.5% | -1.9% | -0.6% | +2.7% |
| 30D | -39.7% | -7.2% | -32.6% | -31.6% |
| 3M | -27.4% | -20.4% | -7.0% | +1.5% |
| 6M | -38.4% | +1.3% | -39.7% | -42.0% |
| YTD | +276.4% | -6.4% | +282.8% | +291.9% |
| 1Y | +390.7% | -3.5% | +394.2% | +384.4% |
| All | +1,397.6% | +32.4% | +1,365.2% | +657.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling