+1,843.7%
MUU vs BAH
-24.0%
+1,867.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -0.9% |
| 7D | -8.2% | +4.3% | -12.5% | -4.6% |
| 30D | +10.2% | -2.5% | +12.6% | +9.2% |
| 3M | -26.5% | -0.9% | -25.6% | -16.2% |
| 6M | +227.2% | +1.5% | +225.8% | +279.7% |
| YTD | +527.4% | -8.0% | +535.4% | +622.1% |
| 1Y | +1,843.7% | -24.7% | +1,868.4% | +2,374.9% |
| All | +1,843.7% | -24.0% | +1,867.7% | +2,374.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling