+2,620.0%
MUU vs BAX
-29.9%
+2,650.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.0% | +10.6% | +11.0% |
| 7D | +17.4% | -1.1% | +18.5% | +18.2% |
| 30D | +24.0% | -5.5% | +29.4% | +27.3% |
| 3M | -23.9% | +33.5% | -57.4% | -38.0% |
| 6M | +284.4% | +35.9% | +248.6% | +204.7% |
| YTD | +583.7% | +35.4% | +548.4% | +419.0% |
| 1Y | +2,981.5% | +9.8% | +2,971.7% | +2,709.2% |
| All | +2,620.0% | -29.9% | +2,650.0% | +4,157.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling