+2,683.6%
MUU vs BAX
-33.8%
+2,717.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.5% |
| 7D | +15.0% | -5.1% | +20.1% | +18.4% |
| 30D | +36.8% | -12.2% | +49.0% | +46.2% |
| 3M | -8.5% | +21.8% | -30.3% | -21.2% |
| 6M | +320.7% | +36.3% | +284.4% | +227.1% |
| YTD | +599.7% | +27.8% | +571.9% | +447.7% |
| 1Y | +2,569.2% | -0.1% | +2,569.2% | +2,495.0% |
| All | +2,683.6% | -33.8% | +2,717.4% | +4,392.7% |
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 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