+2,683.6%
MUU vs BAH
-53.3%
+2,736.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +15.0% | -1.3% | +16.4% | +14.6% |
| 30D | +36.8% | -6.6% | +43.4% | +34.6% |
| 3M | -8.5% | -7.2% | -1.4% | -4.2% |
| 6M | +320.7% | -10.0% | +330.7% | +341.3% |
| YTD | +599.7% | -12.5% | +612.1% | +627.1% |
| 1Y | +2,569.2% | -27.9% | +2,597.1% | +2,853.8% |
| All | +2,683.6% | -53.3% | +2,736.8% | +3,492.0% |
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