+2,981.5%
MUU vs BB
+105.3%
+2,876.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.6% |
| 7D | +17.4% | -5.6% | +23.0% | +22.5% |
| 30D | +24.0% | -11.8% | +35.8% | +35.0% |
| 3M | -23.9% | -25.5% | +1.6% | -6.0% |
| 6M | +284.4% | +121.3% | +163.2% | +208.9% |
| YTD | +583.7% | +103.2% | +480.5% | +468.0% |
| 1Y | +2,981.5% | +102.6% | +2,878.8% | +3,032.9% |
| All | +2,981.5% | +105.3% | +2,876.1% | +3,032.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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