+1,397.6%
MUU vs BAH
-43.8%
+1,441.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.6% | +24.8% | +24.0% |
| 7D | -2.5% | -1.6% | -0.9% | -2.7% |
| 30D | -39.7% | +18.0% | -57.8% | -36.2% |
| 3M | -27.4% | +11.4% | -38.8% | -23.7% |
| 6M | -38.4% | +17.7% | -56.1% | -30.9% |
| YTD | +276.4% | +5.4% | +271.1% | +318.9% |
| 1Y | +390.7% | +2.8% | +388.0% | +451.8% |
| All | +1,397.6% | -43.8% | +1,441.4% | +1,969.4% |
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