+2,163.5%
MUU vs BAX
-0.8%
+2,164.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.5% | -9.2% |
| 7D | +3.6% | -5.4% | +9.0% | +4.6% |
| 30D | +22.3% | -12.4% | +34.7% | +25.0% |
| 3M | -8.2% | +19.1% | -27.3% | -10.9% |
| 6M | +256.3% | +38.6% | +217.7% | +223.3% |
| YTD | +534.4% | +26.7% | +507.7% | +484.5% |
| 1Y | +2,163.5% | +1.0% | +2,162.5% | +2,697.7% |
| All | +2,163.5% | -0.8% | +2,164.3% | +2,697.7% |
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 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