+1,272.2%
MUU vs BAH
-43.8%
+1,316.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -5.0% | -5.3% |
| 7D | +24.7% | +1.7% | +23.0% | +25.4% |
| 30D | -35.1% | +20.8% | -55.9% | -30.8% |
| 3M | -44.3% | +11.6% | -55.8% | -41.4% |
| 6M | -44.4% | +23.1% | -67.5% | -37.7% |
| YTD | +244.9% | +5.3% | +239.7% | +283.7% |
| 1Y | +365.6% | +6.1% | +359.5% | +418.2% |
| All | +1,272.2% | -43.8% | +1,316.0% | +1,795.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling