+2,423.9%
MUU vs BB
+214.2%
+2,209.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.6% | -7.1% |
| 7D | +3.6% | -2.1% | +5.6% | +5.3% |
| 30D | +22.3% | -16.0% | +38.4% | +39.6% |
| 3M | -8.2% | -14.5% | +6.3% | +5.6% |
| 6M | +256.3% | +118.6% | +137.8% | +103.6% |
| YTD | +534.4% | +98.9% | +435.5% | +288.1% |
| 1Y | +2,163.5% | +99.5% | +2,064.0% | +1,221.8% |
| All | +2,423.9% | +214.2% | +2,209.7% | +1,098.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling