+1,272.2%
MUU vs BAX
-30.0%
+1,302.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.3% | -5.5% | -5.4% |
| 7D | +24.7% | +0.1% | +24.6% | +24.7% |
| 30D | -35.1% | +4.1% | -39.2% | -36.2% |
| 3M | -44.3% | -4.5% | -39.7% | -42.8% |
| 6M | -44.4% | +49.2% | -93.7% | -58.4% |
| YTD | +244.9% | +35.2% | +209.7% | +162.6% |
| 1Y | +365.6% | +38.3% | +327.3% | +244.4% |
| All | +1,272.2% | -30.0% | +1,302.2% | +2,053.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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