+2,163.5%
MUU vs BB
+101.1%
+2,062.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.6% | -7.3% |
| 7D | +3.6% | -2.1% | +5.6% | +5.2% |
| 30D | +22.3% | -16.0% | +38.4% | +38.4% |
| 3M | -8.2% | -14.5% | +6.3% | +5.2% |
| 6M | +256.3% | +118.6% | +137.8% | +190.0% |
| YTD | +534.4% | +98.9% | +435.5% | +436.2% |
| 1Y | +2,163.5% | +99.5% | +2,064.0% | +2,107.1% |
| All | +2,163.5% | +101.1% | +2,062.4% | +2,107.1% |
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