+2,981.5%
MUU vs BBY
+27.1%
+2,954.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.2% | +8.4% | +11.5% |
| 7D | +17.4% | +9.5% | +7.9% | +17.3% |
| 30D | +24.0% | +6.8% | +17.1% | +23.7% |
| 3M | -23.9% | +28.9% | -52.7% | -27.3% |
| 6M | +284.4% | +37.8% | +246.6% | +267.6% |
| YTD | +583.7% | +38.7% | +545.0% | +544.6% |
| 1Y | +2,981.5% | +23.7% | +2,957.8% | +3,403.8% |
| All | +2,981.5% | +27.1% | +2,954.4% | +3,403.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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