+365.6%
MUU vs BAX
+38.8%
+326.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.3% | -5.5% | -5.3% |
| 7D | +24.7% | +0.1% | +24.6% | +24.7% |
| 30D | -35.1% | +4.1% | -39.2% | -34.8% |
| 3M | -44.3% | -4.5% | -39.7% | -43.7% |
| 6M | -44.4% | +49.2% | -93.7% | -46.1% |
| YTD | +244.9% | +35.2% | +209.7% | +244.8% |
| 1Y | +365.6% | +38.3% | +327.3% | +362.0% |
| All | +365.6% | +38.8% | +326.8% | +362.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling