+2,538.2%
MUU vs BAH
-53.3%
+2,591.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -3.3% |
| 7D | +13.9% | -4.3% | +18.3% | +12.6% |
| 30D | +24.8% | -4.5% | +29.3% | +23.6% |
| 3M | -15.7% | -7.6% | -8.1% | -11.8% |
| 6M | +338.9% | -10.6% | +349.5% | +360.5% |
| YTD | +563.2% | -12.6% | +575.7% | +588.9% |
| 1Y | +2,577.5% | -27.0% | +2,604.5% | +2,847.9% |
| All | +2,538.2% | -53.3% | +2,591.6% | +3,303.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling