+2,620.0%
MUU vs BAH
-52.9%
+2,672.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.5% | +13.1% | +11.2% |
| 7D | +17.4% | -3.2% | +20.6% | +16.4% |
| 30D | +24.0% | +2.0% | +22.0% | +24.9% |
| 3M | -23.9% | -7.6% | -16.3% | -20.1% |
| 6M | +284.4% | -5.7% | +290.1% | +301.4% |
| YTD | +583.7% | -11.7% | +595.4% | +612.2% |
| 1Y | +2,981.5% | -27.4% | +3,008.8% | +3,318.7% |
| All | +2,620.0% | -52.9% | +2,672.9% | +3,418.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling