+2,620.0%
MUU vs BAC
+63.8%
+2,556.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.7% |
| 7D | +17.4% | +1.1% | +16.3% | +15.5% |
| 30D | +24.0% | -0.4% | +24.4% | +23.5% |
| 3M | -23.9% | +16.9% | -40.8% | -41.0% |
| 6M | +284.4% | +26.6% | +257.8% | +154.2% |
| YTD | +583.7% | +15.8% | +567.9% | +416.7% |
| 1Y | +2,981.5% | +27.2% | +2,954.3% | +1,790.1% |
| All | +2,620.0% | +63.8% | +2,556.3% | +898.6% |
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 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