+1,348.1%
MUU vs BAX
-30.2%
+1,378.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.1% |
| 7D | +43.7% | +0.4% | +43.3% | +43.6% |
| 30D | -37.2% | +3.4% | -40.7% | -38.0% |
| 3M | -36.1% | -4.5% | -31.6% | -34.5% |
| 6M | -35.7% | +44.0% | -79.7% | -50.8% |
| YTD | +264.0% | +34.9% | +229.1% | +177.5% |
| 1Y | +359.1% | +37.9% | +321.2% | +240.1% |
| All | +1,348.1% | -30.2% | +1,378.3% | +2,176.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling