+2,981.5%
MUU vs BDX
+27.3%
+2,954.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.5% | +13.1% | +10.0% |
| 7D | +17.4% | -2.5% | +19.9% | +14.5% |
| 30D | +24.0% | +8.3% | +15.7% | +35.0% |
| 3M | -23.9% | +24.4% | -48.3% | -3.2% |
| 6M | +284.4% | +9.2% | +275.2% | +437.5% |
| YTD | +583.7% | +22.7% | +561.0% | +843.2% |
| 1Y | +2,981.5% | +25.9% | +2,955.6% | +4,554.8% |
| All | +2,981.5% | +27.3% | +2,954.2% | +4,554.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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