+2,396.1%
MUU vs BBY
+1.6%
+2,394.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -3.1% |
| 7D | -8.2% | +0.6% | -8.8% | -8.7% |
| 30D | +10.2% | +9.4% | +0.8% | +2.5% |
| 3M | -26.5% | +19.3% | -45.8% | -37.7% |
| 6M | +227.2% | +47.9% | +179.3% | +121.4% |
| YTD | +527.4% | +39.6% | +487.9% | +329.3% |
| 1Y | +1,843.7% | +22.2% | +1,821.5% | +1,473.4% |
| All | +2,396.1% | +1.6% | +2,394.4% | +1,689.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling